Ridgegate Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,134,100
Clients
199
Advisors
7
of 11 employees
About
Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm typically manages client accounts under a limited power of attorney and uses AE Wealth Management’s technology platform to support account setup, reporting, and operational workflows.
Ridgegate combines fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies, with portfolio decisions based on client objectives, risk tolerance, and time horizon. The firm may recommend alternative investments — including DSTs, private equity, real estate limited partnerships and other private offerings — but requires client approval for such investments and conducts documented due diligence before making recommendations.
Distinctive features include affiliations with Ridgegate Tax (a tax and accounting firm) and Ridgegate Insurance, and representatives who are also registered representatives of Emerson Equity, creating potential commission and referral relationships that the firm discloses and addresses in its policies. The ADV also notes a recent material change reflecting updated assets under management, and Ridgegate requires custody at major custodians (Schwab/Fidelity) while leveraging AEWM’s systems for client service and reporting.
Client services
Expertise
Fee options
Financial planning fees begin at $1250; initial deposit is greater of half the planning fee or $1,000; remainder due upon delivery of plan.
Financial planning termination fee charged at $250 per hour if services are terminated before completion.
Account minimum: $500,000
Main office
8310 S Valley Highway, Suite 480
Englewood CO 80112
Advisors at this office
7
Most active in
California · Colorado · Texas
Also doing business as
Impact 1031 · Ridgegate Advisors, LLC · Ridgegate Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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