# 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.

- CRD: 105012
- Filed as: WINGATE WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lexington, MA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105012
- AdvisorCensus page: https://advisorcensus.com/firm/wingate-wealth-advisors-inc-lexington-ma-105012

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,415,302,916
- Discretionary: $1,157,301,717
- Non-discretionary: $258,001,199

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 287 | $103,407,033 |
| High net worth individuals | 355 | $1,258,482,286 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,941,226 |
| Charitable organizations | 7 | $34,293,274 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,179,097 |

### 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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wingatewealthadvisors.com
- Facebook @WINGATEWEALTHADVISORS
- Instagram @WINGATEWEALTHADVISORS
- LinkedIn @WINGATE-WEALTH-ADVISORS
- X @WINGATEWEALTH
- YouTube @WINGATEWEALTHADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,089,213,817 | 23 | October 1, 2021 |
| October 2022 | $1,125,735,193 | 24 | March 22, 2022 |
| October 2023 | $1,093,379,683 | 24 | October 4, 2023 |
| October 2024 | $1,213,959,144 | 26 | July 9, 2024 |
| October 2025 | $1,324,958,318 | 24 | March 19, 2025 |
| October 2026 | $1,415,302,916 | 24 | March 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wingate Wealth Advisors, Inc. (CRD 105012): Form ADV filing data as of October 2026.