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Elizabeth Bergold Deitch

Mercer Global Advisors Inc.

Boulder, CO

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-27
  • CO RA
    APPROVED
    Since 2026-03-27

Branch Locations

2595 Canyon Boulevard Suite 320, Boulder, CO 80302 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co. New York NY 07/2008 06/2017
Wealthgate Family Office, Llc Boulder CO 01/2020 01/2023
Peregrine Global Advisors Boulder CO 08/2017 01/2020
Wealthgate Trust Company Las Vegas NV 01/2019 09/2020
Wealthgate Trust Company Las Vegas NV 09/2020 01/2023
Mercer Global Advisors Inc. Boulder CO 03/2026 Present
Walton Enterprises Denver CO 02/2023 02/2026
  • 07/2008 → 06/2017
    Goldman, Sachs & Co.
    New York, NY
  • 01/2020 → 01/2023
    Wealthgate Family Office, Llc
    Boulder, CO
  • 08/2017 → 01/2020
    Peregrine Global Advisors
    Boulder, CO
  • 01/2019 → 09/2020
    Wealthgate Trust Company
    Las Vegas, NV
  • 09/2020 → 01/2023
    Wealthgate Trust Company
    Las Vegas, NV
  • 03/2026 → Present
    Boulder, CO
  • 02/2023 → 02/2026
    Walton Enterprises
    Denver, CO
Previous Registrations
  • 2020-04-14 → 2023-01-31
    Wealthgate Family Office Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
S66 Uniform Combined State Law Examination 2008-10-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
  • S66 Uniform Combined State Law Examination
    2008-10-11
Other Names
  • Elizabeth Mary Bergold
  • Elizabeth Mary Bergold
  • Elizabeth Mary Deitch

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