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| Wealthgate Family Office LLC
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| |
|---|---|
| CRD # | 307858 |
| SEC # | 801-118396 |
| CIK # | 0001835441 |
| AUM | $472.8 MM (2024-03-27) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 303-351-2380 |
| Address | 5025 Pearl Parkway Boulder, CO 80301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.4 | |
| EVCM | 1,783.9 | 3.2 | |
| CAG | 16,287.0 | 0.6 | |
| LW | 10,358.3 | 0.6 | |
| IAU | 0.5 | ||
| GS | 102,858.9 | 0.5 | |
| JPM | 340,169.2 | 0.5 | |
| GOOGL | 1,475,138.5 | 0.4 | |
| ARW | 7,353.2 | 0.4 | |
| NKE | 161,751.8 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.1 |
| (b) Individuals (high net worth individuals) | 3 | 82.6 |
| (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 | 1 | 390.1 |
| Total | 100 | 472.8 |
| By Discretionary | ||
| Discretionary | 100 | 472.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 472.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.8 | |
| Total | 100 | 472.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001835441] |
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