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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak bridgeAlpha foundation +more
- Established Date
- 06-17-2019
- Office Locations
- 1
Office Locations
About Bestgate Wealth Advisors, LLC
Bestgate Wealth Advisors is a fiduciary, fee-only RIA providing comprehensive wealth management for retirees (especially those within five years of retirement) and business owners, with tax optimization embedded in planning and portfolio strategy. Founded by CPA and CFP® practitioners, the firm integrates advanced tax planning alongside financial and estate planning and builds individualized, process-driven portfolios—often ETF-based—custodied at Charles Schwab.
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Owner & Executives
Timothy Michael Stolz
Associate
- CRD
- #6896913
- Ownership
- Less than 5%
Gregory S Will
Chief Compliance Officer, Managing Partner
- CRD
- #7065990
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PHILIP HENRY WEISS
Chief Compliance Officer, PRINCIPAL
- CRD
- #4619842
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,404,904 | $1,376,313 |
| Non-Discretionary | $0 | -- |
| Total | $162,404,904 | $1,376,313 |
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Separately Managed Accounts
Total SMA Asset: $162,404,904
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $386,978,023 | 18.7% |
| U.S. Government/Agency | $465,615,269 | 22.5% |
| Cash | $811,205,268 | 39.2% |
| Corporate - Investment Grade | $405,602,634 | 19.6% |
| Total | $2,069,401,194 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FUSION | ZENITH BRIDGE | YFTDAOKEP | BUI | 7.10% | $48,451,454 |
| VERTEX OPTIMA | ATLAS PRIME | UTF4K46I3 | TAML | 11.91% | $33,782,196 |
| BEACON MOMENTUM FUSION | INSIGHT NORTH | JN0T0TY2W | MCC | 7.37% | $8,872,812 |
| UNISON EAGLE VITAL | HARBOR GLACIER | 4992XMFDJ | GEP | 5.24% | $100,152,707 |
| RIDGE INSIGHT VERTEX | VERTEX SIGNAL | R48V1P2M9 | SNL | 5.32% | $64,859,471 |
| EMBER TIMBER | MERIDIAN GLACIER | ZYZOTCHBK | WXRHR | 7.22% | $68,748,014 |
| ATLAS EAGLE | EMBER MOMENTUM | OJS4U5XUJ | RUFZ | 7.24% | $23,074,691 |
| PEAK VERTEX PEAK | ALPHA PATHWAY | 50F1VJ61S | AZA | 9.51% | $48,768,673 |