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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| BYRON, RICHARD, CARL | I | CHIEF OPERATING OFFICER | NA | Control |
| FRAILEY, PETER | I | OFFICER | NA | Control |
| FRAILEY, PETER | I | OFFICER | NA | Control |
| FRAILEY, PETER | I | OFFICER | NA | Control |
| FRAILEY, PETER | I | OFFICER | NA | Control |
| FRAILEY, PETER | I | OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF OPERATING OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRECO, MARK, FRANCIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| OBRIEN, ANITA, MARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OBRIEN, ANITA, MARY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | OFFICER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| HAYES, RICHARD, SNELL | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| POMERANTZ, GARY, DOUGLAS | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | OFFICER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| VONDERLINDEN, ARTHUR, FELIX | I | SHAREHOLDER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WHITE, JEFFREY, HAYDEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | B | Control |
| LASKER, MATTHEW, ALLAN | I | SHAREHOLDER | B | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | B | Control |
| SLUPSKI, JOHN, CASIMIR | I | SHAREHOLDER | B | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (20)
CA CO CT DC FL HI IN MA MD ME NC NH NJ NY OH PA RI TX VA VT
Address
450 BEDFORD STREETLEXINGTON, MA 02420-1547
United States
Phone: 781-862-7100