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RIDGEGATE ADVISORS, LLC
CRD 334233File 801-133986
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.0M
Bottom 25% of cohort (national)
Discretionary AUM
$109.4M
Non-discretionary $9.5M
Clients
206
536 accounts
Employees
11
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 28, 2025
- Principal office
- 8310 S VALLEY HIGHWAY, SUITE 480, ENGLEWOOD, CO, 80112
- Phone
- 303-791-2253
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.0M
- Discretionary AUM
- $109.4M
- Non-discretionary AUM
- $9.5M
- Discretionary accounts
- 514
- Non-discretionary accounts
- 22
- Total accounts
- 536
- AUM per client
- $577K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $282K |
| High net worth individuals | 27 | $62.7M |
| Pension and profit sharing plans | 3 | $548K |
| Individuals (other than high net worth individuals) | 172 | $55.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.