WINGATE WEALTH ADVISORS, INC.
SEC file number 801-28664
· LEXINGTON, MA
https://wingate.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.21B
Discretionary AUM
$907.6M
Employees
26
Clients
23
Firm
- Address
- 450 BEDFORD STREET
LEXINGTON, MA 02420-1547 - Phone
- —
- Website
- https://wingate.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
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FourStar Wealth Advisors, LLC · D · May 14, 2025
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Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025