Unclaimed Profile

Elizabeth Bergold Deitch

WEALTHGATE FAMILY OFFICE LLC·BOULDER, Colorado

SIE, Series 7, Series 65, Series 66Clean record6 years registeredWEALTHGATE FAMILY OFFICE LLC

5025 PEARL PARKWAY, BOULDER, CO 80301CRD# 5376130Firm CRD# 307858

Profile Verification

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

Identity

Elizabeth Bergold Deitch · BOULDER, CO

Registration

CRD #5376130 · WEALTHGATE FAMILY OFFICE LLC · 6 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Mar 2026 – present

WEALTHGATE FAMILY OFFICE LLC

Apr 2020 – Jan 2023

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · April 14, 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 Elizabeth Bergold Deitch offer?

Elizabeth Bergold Deitch specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Elizabeth Bergold Deitch's credentials?

Elizabeth Bergold Deitch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Bergold Deitch located?

Elizabeth Bergold Deitch is based in BOULDER, Colorado, working with WEALTHGATE FAMILY OFFICE LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Elizabeth Bergold Deitch charge for services?

Elizabeth Bergold Deitch'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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