BESTGATE WEALTH ADVISORS, LLC
CRD #301639 SEC #801-132305 FREDERICK, MD 301-662-7220
SEC Registered
Total AUM
$129.2M
Discretionary
$129.2M
Employees
8
Clients
101
Accounts
109
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSH, PATRICIA, ANN | I | MEMBER | NA | Control |
| Stolz, Timothy, Michael | I | MEMBER | NA | Control |
| Will, Gregory, S | I | CHIEF COMPLIANCE OFFICER / MANAGING PARTNER | NA | Control |
| GSW MANAGEMENT LLC | DE | MEMBER | C | Control |
| TMSCPA LLC | DE | MEMBER | C | Control |
| AAA ADVISORY LLC | DE | MEMBER | A |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (2)
MD VA
Address
5100 BUCKEYSTOWN PIKESTE 290
FREDERICK, MD 21704
United States
Phone: 301-662-7220