# Bestgate Wealth Advisors, LLC

> Bestgate Wealth Advisors, LLC is an SEC-registered investment advisory firm in Frederick, MD, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 301639
- Filed as: BESTGATE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frederick, MD
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301639
- AdvisorCensus page: https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639

## Quick answers

**How is Bestgate Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bestgate Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bestgate Wealth Advisors, LLC located?**
Bestgate Wealth Advisors, LLC's principal office is in Frederick, MD, according to its Form ADV.

**Is Bestgate Wealth Advisors, LLC registered with the SEC or a state?**
Bestgate Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 301639.

**How much does Bestgate Wealth Advisors, LLC manage?**
Bestgate Wealth Advisors, LLC reports $162,404,904 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**How have Bestgate Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Bestgate Wealth Advisors, LLC: Regulatory assets under management: $129,204,736 in the October 2025 data and $162,404,904 in the October 2026 data, up 26%. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bestgate Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (54).

**Which custodians does Bestgate Wealth Advisors, LLC use?**
Bestgate Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bestgate Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301639

**What changed in Bestgate Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $129,204,736 to $162,404,904 (+26%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,404,904
- Discretionary: $162,404,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $33,457,465 |
| High net worth individuals | 54 | $128,947,439 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bestgatewealth.com
- Facebook @bestgatewealth
- LinkedIn @bestgatewealthadvisorsllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $129,204,736 | 8 | February 28, 2025 |
| October 2026 | $162,404,904 | 9 | February 11, 2026 |

Regulatory assets under management: $129,204,736 in the October 2025 data and $162,404,904 in the October 2026 data, up 26%.
Total employees: 8 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $129,204,736 to $162,404,904 (+26%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bestgate Wealth Advisors, LLC (CRD 301639): Form ADV filing data as of October 2026.