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BESTGATE WEALTH ADVISORS, LLC

FREDERICK, MD · CRD 301639 · IAPD ↗ · 301-662-7220

$162.4MRegulatory AUM
3Advisory reps
9Employees
4Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — BESTGATE WEALTH ADVISORS, LLC reported RAUM up 26% ($129.2M -> $162.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — BESTGATE WEALTH ADVISORS, LLC (FREDERICK, MD) is newly SEC-registered with $129.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.