Bestgate Wealth Advisors, LLC
● SEC registered since 2025CRD 301639SEC# 801-132305Frederick, MD
Reg. AUM
$162.4M
Employees
9
Accounts
118
Location
Frederick, MD
Bestgate Wealth Advisors, LLC assets under management
Bestgate Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Frederick, MD. The firm has been registered since 2025. It reports $162.4 million in regulatory assets under management and employs 9 people.
Bestgate Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory S Will Control | Chief Compliance Officer / Managing Partner | Under 5% | 2019 |
| Gsw Management LLC Control | Member | 50-75% | 2019 |
| Timothy Michael Stolz Control | Member | Under 5% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bestgate Wealth Advisors, LLC manage?
Bestgate Wealth Advisors, LLC reports $162.4 million in regulatory assets under management on its Form ADV.
How many employees does Bestgate Wealth Advisors, LLC have?
Bestgate Wealth Advisors, LLC reports 9 employees.
Where is Bestgate Wealth Advisors, LLC located?
Bestgate Wealth Advisors, LLC is based in Frederick, MD and has been SEC-registered since 2025.
Does Bestgate Wealth Advisors, LLC disclose fund performance?
Bestgate Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Buckeystown Pike, Ste 290, Frederick, MD 21704 |
| Phone | 301-662-7220 |
| Fax | 410-431-3382 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2055670 |
| Discloses disciplinary history | No |
Regulatory AUM
$162.4M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$162.4Mregulatory AUM
Discretionary $162.4M