GATES WEALTH GROUP

GATES WEALTH GROUP is an SEC-registered investment adviser (CRD 322129). Regulatory assets under management: $323K.

Registration

• CRD: 322129
• Type: Registered investment adviser
• Phone: 5188489285
• Latest filing: 2026-03-21
• Regulatory AUM: $323K
• Discretionary AUM: $323K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322129 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search