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WEALTHGATE FAMILY OFFICE LLC

BOULDER, CO · CRD 307858 · IAPD ↗ · (303) 351-2380

$472.8MRegulatory AUM
7Advisory reps
7Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — WEALTHGATE FAMILY OFFICE LLC (BOULDER, CO) left the SEC roster (was $472.8M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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