Bestgate Wealth Advisors, LLC

Bestgate Wealth Advisors, LLC (CRD# 301639) is a financial advisory firm headquartered in Frederick, MD. They manage $51,676,078 in 207 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $249,643
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Bestgate Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Timothy M. Stolz
CRD#: 6896913
5100 Buckeystown Pike Ste 290, Ste 202, Frederick, MD 21704

Timothy Stolz (CRD# 6896913) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 6 years of experience in the finance industry.

2
Patricia A. Bush
CRD#: 7227352
321 Ballenger Center Dr #202, Frederick, MD 21703

Patricia Bush (CRD# 7227352) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 4 years of experience in the finance industry.

3
Mycha M. Marshall
CRD#: 4560908
5100 Buckeystown Pike, Ste 290, Frederick, MD 21704

Mycha Marshall (CRD# 4560908) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 22 years of experience in the finance industry.

4
Gregory S. Will
CRD#: 7065990
5100 Buckeystown Pike, Ste 290, Frederick, MD 21704

Gregory Will (CRD# 7065990) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has 1 year of experience in the finance industry.

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