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| Happy Holidays!! thanks for using AUM13F!! |
| Wingate Wealth Advisors Inc
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|---|---|
| CRD # | 105012 |
| SEC # | 801-28664 |
| CIK # | 0002041800 |
| AUM | $1.3 B (2025-03-19) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 781-862-7100 |
| Address | 450 Bedford Street Lexington, MA 02420-1547 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 2.0 | ||
| Cormedix Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 113.0 |
| (b) Individuals (high net worth individuals) | 327 | 1,164.2 |
| (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 | 8.6 |
| (h) Charitable organizations | 7 | 30.9 |
| (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 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,849 | 1,325.0 |
| By Discretionary | ||
| Discretionary | 2,277 | 1,006.8 |
| Non-Discretionary | 572 | 318.1 |
| Total | 2,849 | 1,325.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,325.0 | |
| Total | 2,849 | 1,325.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041800] |
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|---|---|---|
|
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✚
|
CA | 1.3 |
|
Momentum Independent Network Inc
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TX | 1.3 |
|
Lyell Wealth Management LP
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Strategic Wealth Partners Ltd
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Beam Wealth Advisors Inc
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LA | 1.3 |
|
Means Investment Co Inc
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Heartwood Wealth Advisors LLC
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VA | 1.3 |
|
Pbmares Wealth Management LLC
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|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.3 |
|
Triune Financial Partners LLC
✚
|
KS | 1.3 |