Whitegate Investment Counselors, Inc.

Overview

Whitegate Investment Counselors, Inc. is an SEC registered investment adviser based in Concord, NH, registered since 1992. It reports $545M in assets under management across 477 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$545M

Discretionary

98%

Accounts

477

Average account

$1.1M

Employees

3

Advisory reps

3

Registered since

1992

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Paulette Wheeler Wolfe President, Chief Compliance Officer, Sole Shareholder CRD 4936677

Advisory reps 3 of 3

• Sarah A Burdette Investment Adviser Rep CRD 4376970
• Colby W Wolfe Investment Adviser Rep CRD 7911389
• Paulette Wheeler Wolfe Investment Adviser Rep CRD 4936677

Location

Headquarters

143 N Main St Ste 203
Concord, NH 03301

County

Merrimack

Metro area

Concord, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: whitegateinvest.com

Every state, with registration dates

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