| Name: | Wealthgate Family Office LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 09 Jan 2020 (5 years ago) |
| Entity Number: | 20201025607 |
| ZIP code: | 80301 |
| County: | Boulder County |
| Place of Formation: | COLORADO |
| Principal Address: | 5025 Pearl Pkwy Boulder CO 80301 US |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1835441 | 5025 PEARL PARKWAY, BOULDER, CO, 80301 | 5025 PEARL PARKWAY, BOULDER, CO, 80301 | 303-968-1737 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2024-11-08 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-30
| Form type | N-PX |
| File number | 028-20851 |
| Filing date | 2024-07-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-08
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2024-05-08 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-13
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2024-02-13 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-25
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2023-10-25 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-08
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2023-08-08 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-12
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2023-05-12 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-07
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2023-02-07 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-10
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2022-11-10 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-04
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2022-08-04 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-13
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2022-05-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-28
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2021-10-28 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-11
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2021-08-11 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-14
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2021-05-14 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-16
| Form type | 13F-HR |
| File number | 028-20851 |
| Filing date | 2021-02-16 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTHGATE 401(K) PLAN | 2023 | 844747030 | 2024-07-03 | WEALTHGATE FAMILY OFFICE, LLC | 15 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-03 |
| Name of individual signing | DEBORAH OWENS |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 525920 |
| Sponsor’s telephone number | 7205048742 |
| Plan sponsor’s address | 5025 PEARL PARKWAY, BOULDER, CO, 80301 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-20 |
| Name of individual signing | DEBORAH OWENS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 525920 |
| Sponsor’s telephone number | 7205048742 |
| Plan sponsor’s address | 5025 PEARL PARKWAY, BOULDER, CO, 80301 |
Signature of
| Role | Plan administrator |
| Date | 2024-01-31 |
| Name of individual signing | DEBORAH OWENS |
| Valid signature | Filed with authorized/valid electronic signature |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20248338573 | Articles of Reinstatement | 2024-12-20 | 2024-12-20 | Wealthgate Family Office LLC | Change in registered agent information, Change of entity name from Wealthgate Family Office LLC, Dissolved December 20, 2024 |
| 20248337316 | Dissolve a Limited Liability Company | 2024-12-20 | 2024-12-20 | Wealthgate Family Office LLC, Dissolved December 20, 2024 | No data |
| 20248252256 | File Report | 2024-11-25 | 2024-11-25 | No data | Change in registered agent information |
| 20238279737 | File Report | 2023-12-07 | 2023-12-07 | No data | Principal address changed, Change in registered agent information |
| 20228241392 | File Report | 2022-12-23 | 2022-12-23 | No data | Principal address changed, Change in registered agent information |
| 20218194993 | File Report | 2021-12-23 | 2021-12-23 | No data | No data |
| 20208130286 | File Report | 2020-12-30 | 2020-12-30 | No data | Change of Registered Agent Address |
| 20201500585 | Statement of Correction Correcting the Principal Office Address | 2020-06-05 | 2020-06-05 | No data | Principal address corrected; |
| 20201046346 | Amend Articles of Organization for an LLC | 2020-01-17 | 2020-01-17 | Wealthgate Family Office LLC | Change of entity name |
| 20201025607 | Form a Limited Liability Company (LLC) | 2020-01-09 | 2020-01-09 | Wealthgate Family Office Services, LLC | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
