| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Douglas Pomerantz Control | Shareholder | 25-50% | 2018 |
| Jeffrey Hayden White Control | Chief Compliance Officer | Under 5% | 2011 |
| John Casimir Slupski Control | Shareholder | 25-50% | 2018 |
Wingate Wealth Advisors, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Wingate Wealth Advisors, Inc. reports 24 employees.
Wingate Wealth Advisors, Inc. is based in Lexington, MA and has been SEC-registered since 1987.
Wingate Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 450 Bedford Street, Lexington, MA 02420-1547 |
| Phone | 781-862-7100 |
| Fax | 781-861-9707 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.01B |
| Non-discretionary | $318.1M |
| Total (RAUM) | $1.32B |