LP Profile

Gates Pass Advisors

Also known as gates pass

Wealth ManagerLos Altos, United StatesFounded 2015
Los Altos
Headquarters
Investment Focus

About Gates Pass Advisors

Gates Pass Advisors- Past uncertainty & complexity. Through major life transitions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Gates Pass Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$207.6M
Total Clients
279
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Gates Pass Advisors?

Gates Pass Advisors is a wealth manager based in Los Altos, United States.

Where is Gates Pass Advisors headquartered?

Gates Pass Advisors is headquartered in Los Altos, United States.

When was Gates Pass Advisors founded?

Gates Pass Advisors was founded in 2015.

How can I contact Gates Pass Advisors?

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