Wingate Wealth Advisors, Inc.
Firm details
- Headquarters
- Lexington, Massachusetts
- CRD number
- 105012
- Registered since
- January 7, 1987
- Website
- wingatewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.92%
- Individuals7.31%
- Charitable Organizations2.42%
- Pension & Profit Sharing Plans0.7%
- Corporations / Businesses0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wingate Wealth Advisors, Inc. is an independent, privately owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, advisor selection, and educational programs. The firm describes itself as a capital allocator and serves both individual/family and institutional clients, operating under fee structures that include a percentage of assets under management and fixed fees. Public recognitions include placement on investor.com’s “Top RIA Firms to Watch” in 2020 and CNBC’s “Top 100 Financial Advisory Firms” lists in 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities19%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- US Government Bonds2%
Owners & executives
1 of 1
Richard Byron
Chief Operating OfficerCRD 6572262
Contacts
3 of 15
Jeffrey White
PartnerCRD 465128
David Khouri
Financial AdvisorCRD 6660908
John Slupski
Senior Financial Advisor, PartnerCRD 4525266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$202M in ETFs
73%
$147M
13%
$54.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $28M | 118,186 | 13.85% |
Location
Lexington, MA
Middlesex
Location
Lexington, MA
Headquartered in Lexington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 450 Bedford St
- Time zone
- ET (UTC-5)
- Office locations
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