FREDERICK, MDCRD 301639Latest ADV February 11, 2026
Bestgate Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frederick, MD. Its latest Form ADV filing, dated February 11, 2026, reports $162M in regulatory assets under management, 9 employees, and 118 accounts.
Assets Under Management
$162M
Employees
9
Offices
--
Total Clients
118
Primary office
FREDERICK, MD
5100 BUCKEYSTOWN PIKE, STE 290, FREDERICK, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
64
2
HNWI
45.8%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of February 11, 2026
Discretionary100.0%
$162M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$162M
Total Accounts118
10Y AUM Change+$33M (+25.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee13:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.