Gates Wealth Group

Overview

Gates Wealth Group is a small, independent RIA organized as a limited liability company that advises individual and family clients. The firm operates as a capital allocator, blending discretionary portfolio management with financial planning and adviser-selection services. Its fee model is flexible: percentage of assets under management supplemented by hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and stand‑alone planning or consulting work. The advisory menu centers on portfolio management for individuals, small businesses and institutions, plus educational seminars and workshops. The firm is not positioned as an ESG-focused investor and is not structured as a multi-state advisory platform. Given the reported client and asset counts, the investment approach emphasizes outsourced manager selection and use of pooled public funds for core exposures, with selective access to third‑party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices