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WINGATE WEALTH ADVISORS, INC.
CRD 105012 · SEC 801-28664
450 BEDFORD STREET, LEXINGTON, MA, 02420-1547, United States
Phone
781-862-7100
Fax
781-861-9707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.16B
Team
24 total employees; 15 advisory reps; 13 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $103.4M |
| High net worth individuals | 355 | $1.26B |
| Charitable organizations | 7 | $34.3M |
States served
VT, CA, ME, MD, MA, NY, NC, PA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD