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Paulette Wheeler Wolfe

President, Chief Compliance Officer And Sole ShareholderWhitegate Investment Counselors, Inc.CRD 4936677

About Paulette Wheeler Wolfe

Paulette Wheeler Wolfe is listed as President, Chief Compliance Officer And Sole Shareholder at Whitegate Investment Counselors, Inc. in Concord, NH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Whitegate Investment Counselors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paulette Wheeler Wolfe work?

Paulette Wheeler Wolfe is listed as President, Chief Compliance Officer And Sole Shareholder at Whitegate Investment Counselors, Inc. on SEC Form ADV.

How much of Whitegate Investment Counselors, Inc. does Paulette Wheeler Wolfe own?

Form ADV reports a beneficial ownership band of Over 75%.

Whitegate Investment Counselors, Inc.

TitlePresident, Chief Compliance Officer And Sole Shareholder
OwnershipOver 75%
Control personYes
Since2023
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