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BESTGATE WEALTH ADVISORS, LLC

CRD 301639 · SEC 801-132305

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5100 BUCKEYSTOWN PIKE, STE 290, FREDERICK, MD, 21704, United States

Phone

301-662-7220

Fax

410-431-3382

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$162.4M

Discretionary AUM

$162.4M

Team

9 total employees; 3 advisory reps; 4 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals64$33.5M
High net worth individuals54$128.9M

States served

MD, VA

All web addresses on file

Official SEC filing: View on IAPD