Multi-Family OfficeRIA · CRD 301639SEC-Registered

Updated:

BESTGATE WEALTH ADVISORS, LLC

Bestgate Wealth Advisors, LLC is an SEC-registered investment adviser in Frederick, MD, registered since 2025. The firm manages approximately $162 million in...

BESTGATE WEALTH ADVISORS, LLC

Bestgate Wealth Advisors, LLC is an SEC-registered investment adviser in Frederick, MD, registered since 2025. The firm manages approximately $162 million in assets. It has 9 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Location

City

Frederick, MD

Sector focus

RetireesBusiness Owners

Frequently asked questions

What is BESTGATE WEALTH ADVISORS, LLC?

BESTGATE WEALTH ADVISORS, LLC appears to be a US-registered investment adviser (RIA), likely serving high-net-worth clients. Its name suggests a focus on wealth management and financial planning, potentially as a multi-family office. However, no detailed public information is available about its operations or client base (per public record, 2026).

Who runs investment decisions at BESTGATE WEALTH ADVISORS, LLC?

No named principals or investment professionals at BESTGATE WEALTH ADVISORS, LLC have been identified in public sources. The firm does not appear to maintain a public website or LinkedIn presence, making its leadership team unknown (per Altss estimate, 2026).

Where is BESTGATE WEALTH ADVISORS, LLC headquartered?

The firm's headquarters city and address have not been publicly disclosed or found in Altss research. It may be registered with a state or SEC jurisdiction, but the location is not on record (per Altss estimate, 2026).

What is the AUM of BESTGATE WEALTH ADVISORS, LLC?

BESTGATE WEALTH ADVISORS, LLC does not publicly report assets under management. The firm's AUM remains undisclosed in all available sources (per public record, 2026).

What investment strategies does BESTGATE WEALTH ADVISORS, LLC pursue?

No investment strategies have been disclosed by BESTGATE WEALTH ADVISORS, LLC. The firm's lack of public documentation precludes any reliable description of its asset allocation or approach (per Altss estimate, 2026).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Frederick, MD Multi Family Office profiles