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⚲
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| Wingate Wealth Advisors Inc
✚
| |
|---|---|
| CRD # | 105012 |
| SEC # | 801-28664 |
| CIK # | |
| AUM | $1.2 BB (2024-07-09) |
| Employees | 26 (58% Investors, 0% Brokers) |
| Phone | 781-862-7100 |
| Address | 450 Bedford Street Lexington, MA 02420-1547 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 117.5 |
| (b) Individuals (high net worth individuals) | 317 | 1,058.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 7 | 23.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,810 | 1,214.0 |
| By Discretionary | ||
| Discretionary | 2,208 | 907.6 |
| Non-Discretionary | 602 | 306.4 |
| Total | 2,810 | 1,214.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,214.0 | |
| Total | 2,810 | 1,214.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
American Investment Services Inc
✚
|
MA | 1.2 |
|
Clarity Financial LLC
✚
|
TX | 1.2 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.2 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.2 |
|
Liberty Wealth Management LLC
✚
|
CA | 1.2 |
|
Twelve Points Wealth Management LLC
✚
|
MA | 1.2 |
|
Palisade Asset Management LLC
✚
|
MN | 1.2 |
|
Moloney Securities Asset Management LLC
✚
|
MO | 1.2 |
|
Total Investment Management Inc
✚
|
AZ | 1.2 |
|
Scarborough Advisors LLC
✚
|
MD | 1.2 |