WINGATE WEALTH ADVISORS, INC.
CRD #105012 SEC #801-28664 LEXINGTON, MA 781-862-7100
SEC Registered
Total AUM
$1.3B
Discretionary
$1B
Employees
24
Clients
101
Accounts
2,849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1B | $318.1M | 24 | 14 |
| Jul 2024 | $1.2B | $907.6M | $306.4M | 26 | 23 |
| Jun 2024 | $1.2B | $907.6M | $306.4M | 26 | 23 |
| Mar 2024 | $1.2B | $907.6M | $306.4M | 26 | 23 |
| Oct 2023 | $1.1B | $802.4M | $291M | 24 | 11 |
| Mar 2023 | $1.1B | $802.4M | $291M | 24 | 11 |
| Nov 2022 | $1.1B | $799M | $326.8M | 24 | 13 |
| Mar 2022 | $1.1B | $799M | $326.8M | 24 | 13 |
| Oct 2021 | $1.1B | $741.5M | $347.7M | 23 | 8 |
| Sep 2021 | $1.1B | $741.5M | $347.7M | 23 | 8 |
| Mar 2021 | $1.1B | $741.5M | $347.7M | 23 | 8 |
| Mar 2021 | $1.1B | $741.5M | $347.7M | 23 | 8 |
| Jun 2020 | $919.9M | $626.4M | $293.5M | 23 | 12 |
| May 2020 | $919.9M | $626.4M | $293.5M | 23 | 12 |
| Mar 2020 | $919.9M | $626.4M | $293.5M | 23 | 12 |
| Mar 2019 | $843M | $560.6M | $282.4M | 26 | 13 |
| Mar 2018 | $781.3M | $504.8M | $276.5M | 23 | 13 |
| Sep 2017 | $535M | $406.3M | $128.7M | 20 | 600 |
| Mar 2017 | $535M | $406.3M | $128.7M | 20 | 600 |
| Jul 2016 | $531.1M | $366.5M | $164.6M | 20 | 600 |
| Mar 2016 | $531.1M | $366.5M | $164.6M | 20 | 600 |
| Oct 2015 | $529.5M | $384.5M | $145M | 25 | 700 |
| Mar 2015 | $529.5M | $384.5M | $145M | 25 | 700 |
| Feb 2015 | $522.4M | $378M | $144.4M | 24 | 500 |
| Jan 2015 | $522.4M | $378M | $144.4M | 24 | 500 |
| Nov 2014 | $522.4M | $378M | $144.4M | 24 | 500 |
| Mar 2014 | $522.4M | $378M | $144.4M | 24 | 500 |
| Dec 2013 | $516.3M | $369.2M | $147M | 22 | 500 |
| Nov 2013 | $516.3M | $369.2M | $147M | 22 | 500 |
| Nov 2013 | $516.3M | $369.2M | $147M | 22 | 500 |
| Mar 2013 | $516.3M | $369.2M | $147M | 22 | 500 |
| Aug 2012 | $519.8M | $365.5M | $154.3M | 11 | 500 |
| Mar 2012 | $519.8M | $365.5M | $154.3M | 11 | 500 |
| Sep 2011 | $503M | $351.7M | $151.3M | -- | -- |
| Aug 2011 | $503M | $351.7M | $151.3M | -- | -- |
| May 2011 | $503M | $351.7M | $151.3M | -- | -- |
| Jul 2010 | $470.3M | $316M | $154.3M | -- | -- |
| Mar 2009 | $428.1M | $278.1M | $150M | -- | -- |
| Mar 2008 | $600.8M | $306.4M | $294.4M | -- | -- |
| Mar 2007 | $533.9M | $256.3M | $277.6M | -- | -- |
| Mar 2006 | $496.6M | $240.1M | $256.5M | -- | -- |
| Jan 2005 | $303.5M | $87.1M | $216.4M | -- | -- |
| Mar 2004 | $303.5M | $87.1M | $216.4M | -- | -- |
| Mar 2002 | $245.7M | $28.1M | $217.7M | -- | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$318.1M
Employees24
Clients14
DateJul 2024
Total AUM$1.2B
Discretionary$907.6M
Non-Disc.$306.4M
Employees26
Clients23
DateJun 2024
Total AUM$1.2B
Discretionary$907.6M
Non-Disc.$306.4M
Employees26
Clients23
DateMar 2024
Total AUM$1.2B
Discretionary$907.6M
Non-Disc.$306.4M
Employees26
Clients23
DateOct 2023
Total AUM$1.1B
Discretionary$802.4M
Non-Disc.$291M
Employees24
Clients11
DateMar 2023
Total AUM$1.1B
Discretionary$802.4M
Non-Disc.$291M
Employees24
Clients11
DateNov 2022
Total AUM$1.1B
Discretionary$799M
Non-Disc.$326.8M
Employees24
Clients13
DateMar 2022
Total AUM$1.1B
Discretionary$799M
Non-Disc.$326.8M
Employees24
Clients13
DateOct 2021
Total AUM$1.1B
Discretionary$741.5M
Non-Disc.$347.7M
Employees23
Clients8
DateSep 2021
Total AUM$1.1B
Discretionary$741.5M
Non-Disc.$347.7M
Employees23
Clients8
DateMar 2021
Total AUM$1.1B
Discretionary$741.5M
Non-Disc.$347.7M
Employees23
Clients8
DateMar 2021
Total AUM$1.1B
Discretionary$741.5M
Non-Disc.$347.7M
Employees23
Clients8
DateJun 2020
Total AUM$919.9M
Discretionary$626.4M
Non-Disc.$293.5M
Employees23
Clients12
DateMay 2020
Total AUM$919.9M
Discretionary$626.4M
Non-Disc.$293.5M
Employees23
Clients12
DateMar 2020
Total AUM$919.9M
Discretionary$626.4M
Non-Disc.$293.5M
Employees23
Clients12
DateMar 2019
Total AUM$843M
Discretionary$560.6M
Non-Disc.$282.4M
Employees26
Clients13
DateMar 2018
Total AUM$781.3M
Discretionary$504.8M
Non-Disc.$276.5M
Employees23
Clients13
DateSep 2017
Total AUM$535M
Discretionary$406.3M
Non-Disc.$128.7M
Employees20
Clients600
DateMar 2017
Total AUM$535M
Discretionary$406.3M
Non-Disc.$128.7M
Employees20
Clients600
DateJul 2016
Total AUM$531.1M
Discretionary$366.5M
Non-Disc.$164.6M
Employees20
Clients600
DateMar 2016
Total AUM$531.1M
Discretionary$366.5M
Non-Disc.$164.6M
Employees20
Clients600
DateOct 2015
Total AUM$529.5M
Discretionary$384.5M
Non-Disc.$145M
Employees25
Clients700
DateMar 2015
Total AUM$529.5M
Discretionary$384.5M
Non-Disc.$145M
Employees25
Clients700
DateFeb 2015
Total AUM$522.4M
Discretionary$378M
Non-Disc.$144.4M
Employees24
Clients500
DateJan 2015
Total AUM$522.4M
Discretionary$378M
Non-Disc.$144.4M
Employees24
Clients500
DateNov 2014
Total AUM$522.4M
Discretionary$378M
Non-Disc.$144.4M
Employees24
Clients500
DateMar 2014
Total AUM$522.4M
Discretionary$378M
Non-Disc.$144.4M
Employees24
Clients500
DateDec 2013
Total AUM$516.3M
Discretionary$369.2M
Non-Disc.$147M
Employees22
Clients500
DateNov 2013
Total AUM$516.3M
Discretionary$369.2M
Non-Disc.$147M
Employees22
Clients500
DateNov 2013
Total AUM$516.3M
Discretionary$369.2M
Non-Disc.$147M
Employees22
Clients500
DateMar 2013
Total AUM$516.3M
Discretionary$369.2M
Non-Disc.$147M
Employees22
Clients500
DateAug 2012
Total AUM$519.8M
Discretionary$365.5M
Non-Disc.$154.3M
Employees11
Clients500
DateMar 2012
Total AUM$519.8M
Discretionary$365.5M
Non-Disc.$154.3M
Employees11
Clients500
DateSep 2011
Total AUM$503M
Discretionary$351.7M
Non-Disc.$151.3M
Employees--
Clients--
DateAug 2011
Total AUM$503M
Discretionary$351.7M
Non-Disc.$151.3M
Employees--
Clients--
DateMay 2011
Total AUM$503M
Discretionary$351.7M
Non-Disc.$151.3M
Employees--
Clients--
DateJul 2010
Total AUM$470.3M
Discretionary$316M
Non-Disc.$154.3M
Employees--
Clients--
DateMar 2009
Total AUM$428.1M
Discretionary$278.1M
Non-Disc.$150M
Employees--
Clients--
DateMar 2008
Total AUM$600.8M
Discretionary$306.4M
Non-Disc.$294.4M
Employees--
Clients--
DateMar 2007
Total AUM$533.9M
Discretionary$256.3M
Non-Disc.$277.6M
Employees--
Clients--
DateMar 2006
Total AUM$496.6M
Discretionary$240.1M
Non-Disc.$256.5M
Employees--
Clients--
DateJan 2005
Total AUM$303.5M
Discretionary$87.1M
Non-Disc.$216.4M
Employees--
Clients--
DateMar 2004
Total AUM$303.5M
Discretionary$87.1M
Non-Disc.$216.4M
Employees--
Clients--
DateMar 2002
Total AUM$245.7M
Discretionary$28.1M
Non-Disc.$217.7M
Employees--
Clients--