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| Bestgate Wealth Advisors LLC
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|---|---|
| CRD # | 301639 |
| SEC # | 801-132305 |
| CIK # | 0002055670 |
| AUM | 162.4 M (2026-02-11) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 301-662-7220 |
| Address | 5100 Buckeystown Pike Frederick, MD 21704 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 0.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Palo Alto Networks Inc | 0.6 | ||
| Apple Inc | 0.5 | ||
| Verizon Communications Inc | 0.4 | ||
| AbbVie Inc | 0.4 | ||
| ASML Holding NV | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 33.5 |
| (b) Individuals (high net worth individuals) | 54 | 128.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 162.4 |
| By Discretionary | ||
| Discretionary | 118 | 162.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 162.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.4 | |
| Total | 118 | 162.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055670] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
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|---|---|---|
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Morman Kaplan Brilliant and Fransko LLC
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Shepherd Wealth Management Limited Liability Company
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