RIA Intel›Advisers›Massachusetts›WINGATE WEALTH ADVISORS, INC.

WINGATE WEALTH ADVISORS, INC.

Advisory

N·LEXINGTON, MA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+11.0%
3-Year CAGR
+3.3%
Employees
15
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.2B
Non-Discretionary AUM$258M
Discretionary %81.8%
Total Clients620
Team
Total Employees15
Investment Advisers24
Employee Growth (1Y)+7.1%
Filing History
Total Filings on Record52
First FilingJan 26, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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