David Richard Pizzi

Employer firm

Elitegate Wealth, LLC CRD 337524

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2026 → Present
  Elitegate Wealth, Llc
  Austin, TX
• 05/2025 → 10/2025
  Aps Payroll
  Shreveport, LA
• 09/2022 → 06/2023
  First Republic Bank
  San Francisco, CA
• 10/2020 → 07/2025
  Modern Remedy Homes Llc
  Walnut Creek, CA
• 10/2013 → 12/2024
  Zipper Integrated Marketing Llc
  Walnut Creek, CA
• 11/2025 → 03/2026
  Unemployed
  N/A, XX

Other Businesses

1) Addyct LLC; Investment related; 30 N Gould St, Ste R, Sheridan, WY. 82801; Rental property; Member; 4/9/2021; 1 hour per month; 0 during trading hours; Administrative responsibilities 2) Circle City AH LLC; Investment related; 19 Circle Drive, , Carmel, IN. 46032; Real estate investment; Member; 5/18/2021; 1 hour per month; 0 during trading hours; Investor 3) Flying Lotus Holdings LLC; Investment related; 30 N Gould St , STE R, Sheridan, WY. 82801; Holding company; Manager; 4/6/2021; 1 hour per month; 0 during trading hours; Administrative responsibilities 4) Griley LLC; Investment related; 30 N Gould St, Ste R, Sheridan, WY. 82801; Rental property; Manager; 4/9/2021; 1 hour per month; 0 during trading hours; Administrative responsibilities 5) Lamar Alexander Ventures, LP; Investment related; 3225 Mcleod Drive, Ste 100, Las Vegas, NV. 89121; Holding partnership for Townsend Motel Partners LLC investment; N/A; 1/23/2022; 0 hour per month; 0 during trading hours; Administrative responsibilities 6) Rolling Twins Investments LLC; Investment-related; 1401 21st St, STE R, Sacramento, CA. 95811; Holding company; Member; 3/16/2021; 1 hour per month; 0 during trading hours; Administrative responsibilities 7) Circle City AH LLC; Investment related; 1716 Capitol Avenue, Suite 100, Cheyenne, WY. 82001; Real estate investment; Member; 1/13/2022; 1 hour per month; 0 during trading hours; Administrative responsibilities 8) 1) Licensed insurance agent; Not investment-related; Austin, TX, 78739; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-11