Golden Gate Advisors, Inc

Golden Gate Advisors, Inc is a fee-only investment adviser registered with the securities regulator of California, with its main office in Walnut Creek, California. On its latest Form ADV, filed August 25, 2026, it reports 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California
Firm CRD number	133057
Office	1990 N. California Blvd., Suite 800 Walnut Creek, CA 94596
Phone	(925) 930-3912
Website	www.goldengateadvisors.com
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	1-10
How it charges	Other
Services	Financial planning
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	August 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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