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John paul Harold Lussow

Wealthgate Family Office LLC

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About John paul Harold Lussow

John Paul Harold Lussow is an Investment Advisor Representative at Wealthgate Family Office LLC. John Paul has been in the industry for 16 years and is registered in Colorado. Prior to joining Wealthgate Family Office LLC, John Paul was employed at Ariel Distributors, LLC and Credit Suisse Securities (USA) LLC. John Paul has experience in various areas including financial planning and selection of other advisers. The firm, Wealthgate Family Office LLC, offers financial planning, portfolio management for individuals, and selection of other advisers. Wealthgate Family Office LLC manages over $472 million in assets.

Firm Information

John paul Lussow is currently registered with Wealthgate Family Office LLC. Wealthgate Family Office LLC is a Boulder, Colorado-based registered investment advisor with approximately $472,789,562 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisors to high-net-worth individuals, trusts, and other clients.
Wealthgate Family Office LLC

5025 PEARL PARKWAY

BOULDER, CO 80301

$472.79M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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John paul Lussow’s Registration & Firm History

CO

02/04/2021 - Present

Wealthgate Family Office LLC (BOULDER CO)

IL

04/11/2019 - 01/02/2020

ARIEL DISTRIBUTORS, LLC (CHICAGO IL)

NY

09/09/2004 - 02/27/2013

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/27/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John paul Harold Lussow.
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