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Paulette Wheeler Wolfe

Whitegate Investment Counselors, Inc.

Concord, NH

CRD 4936677

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Employer firm

Whitegate Investment Counselors, Inc. CRD 107732

$545M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Whitegate Investment Counselors, Inc.

143 North Main Street Suite 203, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-09
NH RA APPROVED 2007-01-01
  • TX RA
    APPROVED_RES
    Since 2024-07-09
  • NH RA
    APPROVED
    Since 2007-01-01

Branch Locations

143 North Main Street Suite 203, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitegate Investment Counselors, Inc. Concord NH 10/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-22
  • S65 Uniform Investment Adviser Law Examination
    2006-12-22
Other Names
  • Paulette Lynn Wheeler
  • Paulette Lynn Wolfe

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES

Nearby Investors

ADAM JOSEPH RUEDIG
WILLIAM DAVIS CHAPIN
PAUL BASIL MAKRIS

Nearby Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH

More in Concord, NH

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