Wingate Wealth Advisors

EST. AUM
$1,324,958,318

CONTACTS
7

CLIENT ACCOUNTS
2,849

Firm Details

Metro area Boston
CRD Number 105012
Website wingatewealthadvisors.com
Client types

Overview

Wingate is a $920m RIA in the historic town of Lexington, MA. Approximately 2/3 of their assets are discretionary. They build asset allocation models across all asset classes and utilize both active and passive managers. Their key research indicators include track record, manager tenure, and investment philosophy. Wingate uses Schwab as their custodian.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wingate Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company