SEC Form ADV

WINGATE WEALTH ADVISORS, INC.

Registered Investment AdviserMA
$1.4B
Assets Under Management
2,802
Total Clients
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Registration Details

Accession
CRD-105012
Location
LEXINGTON, MA
Filing Date
March 24, 2026
AUM
$1.4B
Total Clients
2,802
Amendment
No

About this Adviser

WINGATE WEALTH ADVISORS, INC. is a registered investment adviser headquartered in LEXINGTON, MA, managing approximately $1.4B in assets across 2,802 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.