Philip Henry Weiss
Investment adviser representative at Bestgate Wealth Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$162.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Bestgate Wealth Advisors, LLCSep 2019 to now
- Apprise Wealth ManagementMay 2017 to now
- Hay Weiss Cpa, LLCAug 2002 to now
- Foundation Wealth & Tax Advisors, LLCMar 2022 to May 2025
- &wealthAug 2017 to Oct 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bestgate Wealth Advisors, LLC
$162.4MAssets managed
118Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4619842
- Firm CRD
- 301639