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Wealthgate Family Office, LLC Info

Wealthgate Family Office, LLC info

Wealthgate Family Office, LLC (SEC CIK 1835441) first filed with the SEC on 2021-02-16 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in CO and registered at 5025 PEARL PARKWAY, BOULDER, CO, 80301.

  • Name: Value Wealthgate Family Office, LLC.
  • SEC CIK: Value 1835441.
  • State of organization: Value CO.
  • Business address: Value 5025 PEARL PARKWAY, BOULDER, CO, 80301.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWealthgate Family Office, LLC
SEC CIK1835441
State of organizationCO
Business address5025 PEARL PARKWAY, BOULDER, CO, 80301
Mailing address5025 PEARL PARKWAY, BOULDER, CO, 80301
Phone303-968-1737
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-16 (Form 13F-HR)
Latest SEC filing2024-11-08 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2021-02-16 (quarter ended 2020-12-31)
Latest Form 13F-HR2024-11-08 (quarter ended 2024-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162024-11-08
N-PX12024-07-30

Filings by Year

YearFilingsForm 13F-HR
202454
202344
202244
202144

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