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| Keyboard |
| Ridgegate Advisors LLC
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|---|---|
| CRD # | 334233 |
| SEC # | 801-133986 |
| CIK # | |
| AUM | 119.0 M (2026-03-25) |
| Employees | 11 (64% Investors, 64% Brokers) |
| Phone | 303-791-2253 |
| Address | 8310 S Valley Highway Englewood, CO 80112 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 55.4 |
| (b) Individuals (high net worth individuals) | 27 | 62.7 |
| (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 | 3 | 0.5 |
| (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 | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 119.0 |
| By Discretionary | ||
| Discretionary | 514 | 109.4 |
| Non-Discretionary | 22 | 9.5 |
| Total | 536 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 117.4 | |
| Total | 536 | 119.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Enspire Wealth Management LLC
✚
|
CA | 119.3 M |
|
Rheeco Inc
✚
|
MA | 119.2 M |
|
Greenport Capital Advisors LLC
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MA | 119.2 M |
|
Freedom Value Partners LLC
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|
119.1 M | |
|
Singer Wealth Management LLC
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|
119.0 M | |
|
Baer Investment Advisory LLC
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|
119.0 M | |
|
Riley S Crosbie Advisory LLC
✚
|
UT | 118.9 M |
|
Charmarline Wealth Management LLC
✚
|
VA | 118.8 M |
|
Northfort Financial LLC
✚
|
118.6 M | |
|
Cardinal Advisers LLC
✚
|
118.5 M |