AdvisorCensus / Financial advisors / Massachusetts / Boston / Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Lexington, MA, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Wingate Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Wingate Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Wingate Wealth Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $3,500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wingate Wealth Advisors, Inc. located?
Wingate Wealth Advisors, Inc.'s principal office is in Lexington, MA, according to its Form ADV.
Is Wingate Wealth Advisors, Inc. registered with the SEC or a state?
Wingate Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105012.
How much does Wingate Wealth Advisors, Inc. manage?
Wingate Wealth Advisors, Inc. reports $1,415,302,916 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (82% discretionary).
How have Wingate Wealth Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Wingate Wealth Advisors, Inc.: Regulatory assets under management: $1,089,213,817 in the October 2021 data and $1,415,302,916 in the October 2026 data, up 30%. Total employees: 23 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wingate Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (355); individuals (other than high net worth individuals) (287); charitable organizations (7).
Which custodians does Wingate Wealth Advisors, Inc. use?
Wingate Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wingate Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105012
Does Wingate Wealth Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We typically have a two million dollar ($2M) minimum investment amount for new clients, but exceptions can be made at the discretion of the advisor."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We typically have a two million dollar ($2M) minimum investment amount for new clients, but exceptions can be made at the discretion of the advisor.
Flat fee: $3,500 to $10,000 (financial planning services)
The brochure's wording
Our fixed fees typically range from $3,500 to $10,000, depending on the specific arrangement reached with the client.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,415,302,916 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1987 (39 years)
- Employees
- Total: 24. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,415,302,916 | 24 | March 24, 2026 |
| October 2025 | $1,324,958,318 | 24 | March 19, 2025 |
| October 2024 | $1,213,959,144 | 26 | July 9, 2024 |
| October 2023 | $1,093,379,683 | 24 | October 4, 2023 |
| October 2022 | $1,125,735,193 | 24 | March 22, 2022 |
| October 2021 | $1,089,213,817 | 23 | October 1, 2021 |
Regulatory assets under management: $1,089,213,817 in the October 2021 data and $1,415,302,916 in the October 2026 data, up 30%.
Total employees: 23 in October 2021 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wingate Wealth Advisors, Inc. (CRD 105012): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012