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| Wingate Wealth Advisors Inc
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|---|---|
| CRD # | 105012 |
| SEC # | 801-28664 |
| CIK # | 0002041800 |
| AUM | 1,415.3 M (2026-03-24) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 781-862-7100 |
| Address | 450 Bedford Street Lexington, MA 02420-1547 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.3 | ||
| Apple Inc | 2.1 | ||
| Chevron Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 103.4 |
| (b) Individuals (high net worth individuals) | 355 | 1,258.5 |
| (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 | 9.9 |
| (h) Charitable organizations | 7 | 34.3 |
| (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 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,802 | 1,415.3 |
| By Discretionary | ||
| Discretionary | 2,426 | 1,157.3 |
| Non-Discretionary | 376 | 258.0 |
| Total | 2,802 | 1,415.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,415.3 | |
| Total | 2,802 | 1,415.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041800] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 13 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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