# WINGATE WEALTH ADVISORS, INC.

WINGATE WEALTH ADVISORS, INC. of LEXINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105012
- Type: SEC-registered investment adviser
- SEC file number: 801-28664
- Location: 450 BEDFORD STREET, LEXINGTON, MA, 02420-1547
- Phone: 781-862-7100
- Latest filing: 2026-03-24
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $258.0M
- Clients: 24
- Accounts: 2,802

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Hayden White | CHIEF COMPLIANCE OFFICER | — |
| Matthew Allan Lasker | SHAREHOLDER | — |
| Gary Douglas Pomerantz | SHAREHOLDER | — |
| John Casimir Slupski | SHAREHOLDER | — |
| Richard Carl Byron | CHIEF OPERATING OFFICER | — |
| HAYES RICHARD SNELL | OFFICER; SHAREHOLDER | — |
| FRAILEY PETER | OFFICER | — |
| VONDERLINDEN ARTHUR FELIX | OFFICER; SHAREHOLDER | — |
| WHITE JEFFREY HAYDEN | CHIEF COMPLIANCE OFFICER; OFFICER | — |
| OBRIEN MARGARET MARY | CHIEF COMPLIANCE OFFICER | — |
| GRECO MARK FRANCIS | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| POMERANTZ GARY DOUGLAS | SHAREHOLDER | — |
| SLUPSKI JOHN CASIMIR | SHAREHOLDER | — |
| BYRON RICHARD CARL | CHIEF OPERATING OFFICER | — |
| LASKER MATTHEW ALLAN | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105012/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105012/similar
- Related entities: https://search.stillhousedata.com/firm/105012/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105012

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.