CRD: 107732
Whitegate Investment Counselors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-07-1992
- Office Locations
- 2
Office Locations
About Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors is an independent, fee-only RIA providing wealth and portfolio management to individuals and families, with a fiduciary-first approach built over 30+ years. The firm builds multi-asset portfolios using public funds and ETFs with meaningful allocations to taxable fixed income (including municipal and U.S. government/agency bonds). Custody is primarily at Charles Schwab.
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Owner & Executives
PAULETTE WHEELER WOLFE
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #4936677
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SARAH A. BURDETTE
Chief Operating Officer
- CRD
- #4376970
Colby W Wolfe
Director
- CRD
- #7911389
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $535,407,179 | $1,139,164 |
| Non-Discretionary | $9,978,496 | $1,425,499 |
| Total | $545,385,675 | $1,143,366 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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