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WINGATE WEALTH ADVISORS, INC.
450 Bedford Street
Lexington, Massachusetts 02420-1547
Tel: 781-862-7100
About WINGATE WEALTH ADVISORS, INC.
WINGATE WEALTH ADVISORS, INC, formally registered with the SEC as WINGATE WEALTH ADVISORS, INC. The firm was established in 01/07/1987. They have over 1 offices throughout the country.
WINGATE WEALTH ADVISORS, INC. is a Lexington, Massachusetts based Financial Planning firm with nearly $1,213,959,144 assets under management, offering retirement planning & investment advisory services to 2810 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105012 |
| SEC# | 801-28664 |
| Assets Managed by Firm | $1,213,959,144 |
| No. of Clients | 2810 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2810 | $1,213,959,144 |
| Individuals (other than high net worth individuals) | 293 | $117,474,897 |
| High net worth individuals | 317 | $1,058,239,611 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,607,194 |
| Charitable organizations | 7 | $23,083,277 |
| Corporations or other businesses | Fewer than 5 clients | $7,554,165 |
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