Unclaimed Profile

Alexander Frederick Paul

WEALTHGATE FAMILY OFFICE LLC·BOULDER, Colorado

Series 65Clean record6 years registeredWEALTHGATE FAMILY OFFICE LLC

5025 PEARL PARKWAY, BOULDER, CO 80301CRD# 7237802Firm CRD# 307858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Frederick Paul · BOULDER, CO

Registration

CRD #7237802 · WEALTHGATE FAMILY OFFICE LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHGATE FAMILY OFFICE LLC

WEALTHGATE FAMILY OFFICE LLC

Jul 2020 – Dec 2024

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHGATE FAMILY OFFICE LLC

CRD 307858 · SEC 801-118396

AUM

$473M

Regulatory assets under management

Employees

100 client accounts

Services offered by WEALTHGATE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHGATE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Frederick Paul offer?

Alexander Frederick Paul specializes in Financial Planning, Investment Management.

What are Alexander Frederick Paul's credentials?

Alexander Frederick Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Frederick Paul located?

Alexander Frederick Paul is based in BOULDER, Colorado, last registered with WEALTHGATE FAMILY OFFICE LLC.

How does Alexander Frederick Paul charge for services?

Alexander Frederick Paul's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHGATE FAMILY OFFICE LLC?

WEALTHGATE FAMILY OFFICE LLC has approximately 7 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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