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WINGATE WEALTH ADVISORS, INC.

LEXINGTON, MA · CRD 105012 · IAPD ↗ · 781-862-7100

$1.42BRegulatory AUM
15Advisory reps
24Employees
13Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2024 — WINGATE WEALTH ADVISORS, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.