Elizabeth DeitchCRD 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.
Voya Financial Advisors, Inc.
Ibex Investors LLC
|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|
Total Assets Under Management281MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$7,207,893
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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