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Building 2WEALTHGATE FAMILY OFFICE LLC

Map pinBOULDER, CO
Phone(303) 351-2380
NotebookSEC #801-118396
Total AUM
$472.8M
Employees
7
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5025 PEARL PARKWAY
BOULDER
CO 80301
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(303) 351-2380

ReceiptFinancials

Total AUM
$472.8M
Accounts
100
Discretionary
$472.8M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$97K
HNW Individual Clients
3
AUM
$82.6M
Other Clients
1
AUM
$390.1M
Description of Other Clients
TRUST COMPANY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CONV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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