WINGATE WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,415,302,916
Discretionary
$1,157,301,717
Non-discretionary
$258,001,199
Firm details
- CRD number
- 105012
- SEC file number
- 801-28664
- Main office
- LEXINGTON, MA, United States
- Employees
- 24
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.