WINGATE WEALTH ADVISORS, INC.

CRD 105012File 801-28664

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.42B

Above cohort median (national)

Discretionary AUM

$1.16B

Non-discretionary $258.0M

Clients

649

2,802 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jan 7, 1987
Principal office: 450 BEDFORD STREET, LEXINGTON, MA, 02420-1547
Phone: 781-862-7100
Website: HTTPS://WWW.INSTAGRAM.COM/WINGATEWEALTHADVISORS/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.42B
Discretionary AUM: $1.16B
Non-discretionary AUM: $258.0M
Discretionary accounts: 2,426
Non-discretionary accounts: 376
Total accounts: 2,802
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$9.2M
Charitable organizations	7	$34.3M
High net worth individuals	355	$1.26B
Pension and profit sharing plans	Fewer than 5	$9.9M
Individuals (other than high net worth individuals)	287	$103.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.