Wingate Wealth Advisors, Inc.

Wingate Wealth Advisors, Inc. (CRD# 105012) is a financial advisory firm headquartered in Lexington, MA. They manage $1,213,959,144 in 2,810 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
450 Bedford Street, Lexington, MA 02420
https://www.facebook.com/wingatewealthadvisors/
By the Numbers
  • Total Assets Under Management
    1,214
    MILLION
  • Total Number of Accounts
    2,810
    ACCOUNTS
  • Average Account Value
    $432,014
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT

Financial Advisors at Wingate Wealth Advisors, Inc.
Showing 11 - 14 of 14 top financial advisors.
11
Gary Pomerantz, financial advisor Lexington MA
Gary D. Pomerantz
CRD#: 4757495
450 Bedford Street, Lexington, MA 02420

Gary Pomerantz (CRD# 4757495) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has 1 year of experience in the finance industry.

12
John Slupski, financial advisor Lexington MA
John C. Slupski
CRD#: 4525266
450 Bedford Street, Lexington, MA 02420

John Slupski (CRD# 4525266) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has 1 year of experience in the finance industry.

13
Jeffrey White, financial advisor Lexington MA
Jeffrey H. White
CRD#: 465128
450 Bedford Street, Lexington, MA 02420

Jeffrey White (CRD# 465128) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 43 years of experience in the finance industry.

14
Jason Sikorski, financial advisor Lexington MA
Jason Sikorski
CRD#: 6888483
450 Bedford Street, Lexington, MA 02420

Jason Sikorski (CRD# 6888483) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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