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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2024
- 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 |
|---|---|---|---|---|
| ALEX PAUL INVESTMENT TRUST | DE | OWNER | NA | |
| ALEX PAUL INVESTMENT TRUST | DE | OWNER | NA | |
| ALEX PAUL INVESTMENT TRUST | DE | OWNER | NA | |
| ALEX PAUL INVESTMENT TRUST | DE | OWNER | NA | |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| DEITCH, ELIZABETH, BERGOLD | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, GALEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEALTHGATE TRUST COMPANY | DE | OWNER | NA | |
| WEALTHGATE TRUST COMPANY | DE | OWNER | NA | |
| WEALTHGATE TRUST COMPANY | DE | OWNER | NA | |
| WEALTHGATE TRUST COMPANY | DE | TRUSTEE | NA | |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PAUL, ALEXANDER, FREDERICK | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2024 REGISTERED
Notice Filings (2)
CO NV
Address
5025 PEARL PARKWAYBOULDER, CO 80301
United States
Phone: (303) 351-2380