Wealthgate Family Office LLC

Wealthgate Family Office LLC (CRD# 307858) is a financial advisory firm headquartered in Boulder, CO. They manage $472,789,562 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

5025 Pearl Parkway, Boulder, CO 80301

https://wealthgatefo.com/

By the Numbers

Total Assets Under Management

473

MILLION
Total Number of Accounts

100

ACCOUNTS
Average Account Value

$4,727,896

Compensation Options

Fixed fees (other than subscription fees)

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, NV

Financial Advisors at Wealthgate Family Office LLC

Showing 1 - 2 of 2 top financial advisors.

John Paul H. Lussow

CRD#: 4834077

5025 Pearl Parkway, Boulder, CO 80301

John Paul Lussow (CRD# 4834077) is an Investment Advisor Representative working at Wealthgate Family Office LLC in Boulder, CO and has over 18 years of experience in the finance industry.

Alexander F. Paul

CRD#: 7237802

5025 Pearl Parkway, Boulder, CO 80301

Alexander Paul (CRD# 7237802) is an Investment Advisor Representative working at Wealthgate Family Office LLC in Boulder, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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