Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors, LLC is an SEC-registered wealth manager in Frederick, MD with $162.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Bestgate Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301639, SEC 801-132305, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $162.4M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Frederick, MD
- Employees
- 9
- Clients
- 118
- CRD
- 301639
- Ownership
- Will, Gregory, S; Stolz, Timothy, Michael; GSW MANAGEMENT LLC; TMSCPA LLC
How much AUM does Bestgate Wealth Advisors, LLC have?
Bestgate Wealth Advisors, LLC reported $162.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Bestgate Wealth Advisors, LLC?
Disclosed owners and executives of Bestgate Wealth Advisors, LLC include Will, Gregory, S, Stolz, Timothy, Michael, GSW MANAGEMENT LLC, TMSCPA LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.