Elizabeth Deitch, financial advisor Boulder CO

Elizabeth Deitch

CRD Number: 5376130
Current Firm: Wealthgate Family Office LLC

Elizabeth Deitch (CRD# 5376130) is an Investment Advisor Representative working at Wealthgate Family Office LLC in Boulder, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthgate Family Office, LLC Boulder, CO Jan 2020 - Current < 1
Wealthgate Trust Company Las Vegas, NV Jan 2019 - Current 1
Peregrine Global Advisors Boulder, CO Aug 2017 - Jan 2020 2
Goldman, Sachs & Company New York, NY Jul 2008 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Elizabeth B. Deitch
Phone Number: (303) 968-1737
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $7,207,893
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, NV

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