Wingate Wealth Advisors, Inc.
● SEC registered since 1987CRD 105012SEC# 801-28664Lexington, MA
Reg. AUM
$1.42B
Employees
24
Accounts
2,802
Location
Lexington, MA
Wingate Wealth Advisors, Inc. assets under management
Wingate Wealth Advisors, Inc. is an SEC-registered investment adviser based in Lexington, MA. The firm has been registered since 1987. It reports $1.4 billion in regulatory assets under management and employs 24 people.
Wingate Wealth Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Douglas Pomerantz Control | Shareholder | 25-50% | 2018 |
| Jeffrey Hayden White Control | Chief Compliance Officer | Under 5% | 2011 |
| John Casimir Slupski Control | Shareholder | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Wingate Wealth Advisors, Inc. manage?
Wingate Wealth Advisors, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Wingate Wealth Advisors, Inc. have?
Wingate Wealth Advisors, Inc. reports 24 employees.
Where is Wingate Wealth Advisors, Inc. located?
Wingate Wealth Advisors, Inc. is based in Lexington, MA and has been SEC-registered since 1987.
Does Wingate Wealth Advisors, Inc. disclose fund performance?
Wingate Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 Bedford Street, Lexington, MA 02420-1547 |
| Phone | 781-862-7100 |
| Fax | 781-861-9707 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.16BNon-discretionary $258M