WEALTHGATE FAMILY OFFICE LLC
CRD #307858 SEC #801-118396 BOULDER, CO (303) 351-2380
SEC Registered
Total AUM
$472.8M
Discretionary
$472.8M
Employees
7
Clients
1
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $472.8M | $472.8M | $0 | 7 | 1 |
| Jun 2023 | $462.7M | $462.7M | $0 | 8 | 1 |
| Mar 2023 | $462.7M | $462.7M | $0 | 8 | 1 |
| Mar 2022 | $527.2M | $527.2M | $0 | 7 | 1 |
| Mar 2021 | $769.5M | $769.5M | $0 | 7 | 0 |
| Aug 2020 | $281.1M | $281.1M | $0 | 6 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| May 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2024
Total AUM$472.8M
Discretionary$472.8M
Non-Disc.$0
Employees7
Clients1
DateJun 2023
Total AUM$462.7M
Discretionary$462.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$462.7M
Discretionary$462.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$527.2M
Discretionary$527.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0