AUMdb

Bestgate Wealth Advisors, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 301639 · SEC file 801-132305 · Frederick, MD · www.facebook.com
☆ Save with Pro ADV data as of Feb 11, 2026
Regulatory AUM
$162M
Discretionary
$162M
Clients
118
Avg AUM / client
$1.4M
Accounts
118
Employees
9

AUM over time

$129M $162M
Feb 28, 2025 Feb 11, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026

Investments (13F portfolio — 45 positions, $55,444,618)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Ishares Tr CORE S&P500 ETF $6,494,300 9,942 11.7% 4.0%
2 Vanguard Tax Managed Fds VAN FTSE DEV MKT $5,498,359 85,805 9.92% 3.39%
3 Schwab Strategic Tr US AGGREGATE B $4,441,635 191,285 8.01% 2.73%
4 Spdr Series Trust STATE STREET SPD $4,181,972 54,638 7.54% 2.58%
5 Invesco Exch Traded Fd Tr Ii NASDAQ 100 ETF $3,267,528 13,751 5.89% 2.01%
6 Vanguard Index Fds EXTEND MKT ETF $2,738,666 13,307 4.94% 1.69%
7 Ishares Tr MSCI USA QLT FCT $2,455,376 12,801 4.43% 1.51%
8 Ishares Tr MBS ETF $2,428,705 25,579 4.38% 1.5%
9 Schwab Strategic Tr 5 10YR CORP BD $1,825,620 80,495 3.29% 1.12%
10 Vanguard Index Fds S&P 500 ETF SHS $1,785,475 2,988 3.22% 1.1%
11 Ishares Inc MSCI EMRG CHN $1,784,181 22,682 3.22% 1.1%
12 Ishares Tr CORE MSCI EAFE $1,510,196 16,682 2.72% 0.93%
13 Invesco Exchange Traded Fd T S&P SMCP VLU MNT $1,466,535 24,337 2.65% 0.9%
14 Schwab Strategic Tr US REIT ETF $1,154,896 53,741 2.08% 0.71%
15 Ishares Tr US TREAS BD ETF $1,007,485 43,976 1.82% 0.62%
16 Vanguard Index Fds SM CP VAL ETF $975,670 4,491 1.76% 0.6%
17 Alphabet Inc CAP STK CL A $795,103 2,765 1.43% 0.49%
18 Vanguard Index Fds MID CAP ETF $725,704 2,527 1.31% 0.45%
19 Vanguard World Fd MEGA GRWTH IND $724,224 1,971 1.31% 0.45%
20 Taiwan Semiconductor Manufac SPONSORED ADS $676,576 2,002 1.22% 0.42%
21 Amazon Com Inc COM $665,631 3,196 1.2% 0.41%
22 Jpmorgan Chase & Co COM $578,008 1,965 1.04% 0.36%
23 Palo Alto Networks Inc COM $561,280 3,501 1.01% 0.35%
24 Berkshire Hathaway Inc Del CL B NEW $534,787 1,116 0.96% 0.33%
25 Apple Inc COM $500,981 1,974 0.9% 0.31%

Top 25 of 45 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 64 $33.5M 20.6%
High net worth individuals 54 $129M 79.4%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gregory S Will Registered representative CFP Jun 2019 (7y)
Timothy Michael Stolz Registered representative CFP Jun 2019 (7y)
Philip Henry Weiss Registered representative CFA Sep 2019 (7y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/11/2026 980 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.

View current Form ADV (SEC/IAPD) ↗