# WEALTHGATE FAMILY OFFICE LLC

WEALTHGATE FAMILY OFFICE LLC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 307858
- Type: SEC-registered investment adviser
- SEC file number: 801-118396
- Location: 5025 PEARL PARKWAY, BOULDER, CO, 80301
- Phone: (303) 351-2380
- Latest filing: 2024-03-27
- Regulatory AUM: $472.8M
- Discretionary AUM: $472.8M
- Clients: 7
- Accounts: 100

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Paul Mascarenas Frederick | CHIEF EXECUTIVE OFFICER | Hawthorne, CA |
| MOORE JASON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| DEITCH ELIZABETH BERGOLD | CHIEF FINANCIAL OFFICER/CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307858/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307858/similar
- Related entities: https://search.stillhousedata.com/firm/307858/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307858

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.