$323.0K Total AUM
$323.0K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-05-2022
- Office Locations
- 1
Office Locations
-- Green Island NY
About Gates Wealth Group
Gates Wealth Group is a New York-based RIA serving entrepreneurs, business owners, and high-net-worth individuals. The firm builds comprehensive investment plans across public and private markets, and provides estate planning analysis plus tax and risk-management guidance for clients and their businesses. Offers outsourced CFO support for companies with $2M+ top-line revenue; custodied at Charles Schwab.
Team overview
-- AVG AGE
$323.0K AVG AUM / ADVISOR
$64.6K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Robert H Gates
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6600741
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $323,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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