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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BESTGATE WEALTH ADVISORS, LLC

CRD 301639

FREDERICK, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fd370d8-e763-29ed-fdb7-01df58c713ab

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 0
Observed: Feb 28, 2025 to Feb 11, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $162MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $162M
Private client RAUM: $162MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $54.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 118
Individual clients: 64
High net worth clients: 54
SEC number: 801-132305
CIK: 2055670
CRD: 301639
Filings on the tape: 2
First filed: Feb 28, 2025
Latest filed: Feb 11, 2026
Organised: Limited Liability Company, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Timothy Michael Stolz	Certified Financial Planner	Frederick, MD	7	18	2	no
Gregory S Will	Certified Financial Planner	FREDERICK, MD	7	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GSW MANAGEMENT LLC	Member	D	yes	01/2019	Feb 11, 2026	Feb 11, 2026
Stolz, Timothy, Michael	Member	Na	yes	08/2018	Feb 11, 2026	Feb 11, 2026
TMSCPA LLC	Member	D	yes	08/2018	Feb 11, 2026	Feb 11, 2026
Will, Gregory, S	CHIEF COMPLIANCE OFFICER / MANAGING PARTNER	Na	yes	01/2019	Feb 11, 2026	Feb 11, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 11, 2026	$162M	$162M	9	3	0	n/a	n/a
2024	Feb 28, 2025	$129M	$129M	8	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$162M	$129M	25.7%	n/a	n/a	9	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOUNDATION WEALTH & TAX ADVISORS, LLC	5	Nov 3, 2022	Jan 20, 2026	FREDERICK, MD	Team lift out	RIA to state RIA	45.5%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PARK AVENUE SECURITIES LLC	2	Apr 8, 2019	Jun 17, 2019	CHEVY CHASE, MD	Team lift out	Ibd to RIA	0.2%
COURT PLACE ADVISORS LLC	2	Feb 19, 2019	Jun 17, 2019	ANNAPOLIS, MD	Team lift out	RIA to RIA	50.0%

Relationships

Controls (4)

← Stolz, Timothy, MichaelOwnerMEMBER, ownership code NA, individual
Feb 11, 2026 to presentfactForm ADV
← Will, Gregory, SOwnerCHIEF COMPLIANCE OFFICER / MANAGING PARTNER, ownership code NA, individual
Feb 11, 2026 to presentfactForm ADV
← GSW MANAGEMENT LLCOwnerMEMBER, ownership code D, domestic entity
Feb 11, 2026 to presentfactForm ADV
← TMSCPA LLCOwnerMEMBER, ownership code D, domestic entity
Feb 11, 2026 to presentfactForm ADV

Registered with (12)

← PHILIP HENRY WEISSAdvisorregistration: current employment
Sep 16, 2019 to presentfactForm ADV
← Timothy Michael StolzAdvisorregistration: current employment
Jun 17, 2019 to presentfactForm ADV
← Gregory S WillAdvisorregistration: current employment
Jun 17, 2019 to presentfactForm ADV
← PATRICIA ANN BUSHAdvisorregistration: previous registration
Feb 10, 2020 to Jun 25, 2025factForm ADV
← Mycha Morgan MarshallAdvisorregistration: previous registration
Oct 27, 2021 to Aug 27, 2024factForm ADV
← JOHN ANTHONY FAGGIOAdvisorregistration: previous registration
Sep 19, 2019 to Nov 3, 2022factForm ADV
← Allen Kellam AyersAdvisorregistration: previous registration
Jun 17, 2019 to Nov 3, 2022factForm ADV
← Matthew Robert CostaAdvisorregistration: previous registration
Jun 17, 2019 to Nov 3, 2022factForm ADV
← GLEN EDWARD FROSTAdvisorregistration: previous registration
Jun 17, 2019 to Nov 3, 2022factForm ADV
← Joseph Thomas HillAdvisorregistration: previous registration
Jun 17, 2019 to Nov 3, 2022factForm ADV
← Christopher Joseph WilliamsAdvisorregistration: previous registration
Mar 17, 2021 to Nov 3, 2022factForm ADV
← CODY KEITH ULLANDAdvisorregistration: previous registration
Jan 28, 2021 to Nov 18, 2021factForm ADV

Moved with (3)

→ FOUNDATION WEALTH & TAX ADVISORS, LLCRegistered adviser5 advisors, team lift out, same day
Nov 3, 2022 to Jan 20, 2026factForm ADV
← COURT PLACE ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Feb 19, 2019 to Jun 17, 2019factForm ADV
← PARK AVENUE SECURITIES LLCRegistered adviser2 advisors, team lift out
Apr 8, 2019 to Jun 17, 2019factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Patricia Ann Bush left Bestgate Wealth Advisors, Llc for Aaa Advisory Llc (registered 2025-07-07)
Form ADVobserved 5 days ago
Occurred
Aug 27, 2024
Advisor changed firm
Mycha Morgan Marshall left Bestgate Wealth Advisors, Llc for T. Rowe Price Advisory Services, Inc. (registered 2024-11-26)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Team lift-out
5 advisors left Bestgate Wealth Advisors, LLC (Frederick, MD) for Foundation Wealth & Tax Advisors, LLC on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Nov 3, 2022
Advisor changed firm
Allen Kellam Ayers left Bestgate Wealth Advisors, Llc for Choreo Partner Alliance, Llc (registered 2024-10-24)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Glen Edward Frost left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2023-08-24)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Matthew Robert Costa left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2022-02-28)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Christopher Joseph Williams left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2023-08-24)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Joseph Thomas Hill left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2023-08-24)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
John Anthony Faggio left Bestgate Wealth Advisors, Llc for Foundation Wealth & Tax Advisors, Llc (registered 2026-01-20)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fd370d8-e763-29ed-fdb7-01df58c713ab
First observed: Feb 28, 2025
Last observed: Feb 11, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BESTGATE WEALTH ADVISORS, LLC

CRD 301639

FREDERICK, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fd370d8-e763-29ed-fdb7-01df58c713ab

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Timothy Michael Stolz

Certified Financial Planner

Frederick, MD

Gregory S Will

Certified Financial Planner

FREDERICK, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GSW MANAGEMENT LLC

Member

yes

01/2019

Feb 11, 2026

Stolz, Timothy, Michael

Member

yes

08/2018

Feb 11, 2026

TMSCPA LLC

Member

yes

08/2018

Feb 11, 2026

Will, Gregory, S

CHIEF COMPLIANCE OFFICER / MANAGING PARTNER

yes

01/2019

Feb 11, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$162M

n/a

2024

Feb 28, 2025

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$162M

$129M

25.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOUNDATION WEALTH & TAX ADVISORS, LLC

Nov 3, 2022

Jan 20, 2026

FREDERICK, MD

Team lift out

RIA to state RIA

45.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PARK AVENUE SECURITIES LLC

Apr 8, 2019

Jun 17, 2019

CHEVY CHASE, MD

Team lift out

Ibd to RIA

0.2%

COURT PLACE ADVISORS LLC

Feb 19, 2019

Jun 17, 2019

ANNAPOLIS, MD

Team lift out

RIA to RIA

50.0%