AdvisorOS Directory
Claim Profile
Unclaimed Profile
PW

Paulette Wheeler Wolfe

WHITEGATE INVESTMENT COUNSELORS, INC.·CONCORD, New Hampshire
Series 65Clean record19 years registeredWHITEGATE INVESTMENT COUNSELORS, INC.
143 NORTH MAIN STREET, CONCORD, NH 03301CRD# 4936677Firm CRD# 107732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paulette Wheeler Wolfe · CONCORD, NH
Registration
CRD #4936677 · WHITEGATE INVESTMENT COUNSELORS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

WHITEGATE INVESTMENT COUNSELORS, INC.
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732 · SEC 801-40719
AUM
$674M
Regulatory assets under management
Employees
5
490 client accounts
Services offered by WHITEGATE INVESTMENT COUNSELORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WHITEGATE INVESTMENT COUNSELORS, INC. →
Introduction

Speak with Paulette

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paulette is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, New Hampshire or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Paulette Wheeler Wolfe offer?
Paulette Wheeler Wolfe specializes in Investment Management, Wealth Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are Paulette Wheeler Wolfe's credentials?
Paulette Wheeler Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paulette Wheeler Wolfe located?
Paulette Wheeler Wolfe is based in CONCORD, New Hampshire, working with WHITEGATE INVESTMENT COUNSELORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Paulette Wheeler Wolfe charge for services?
Paulette Wheeler Wolfe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITEGATE INVESTMENT COUNSELORS, INC.?
WHITEGATE INVESTMENT COUNSELORS, INC. has approximately 5 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WHITEGATE INVESTMENT COUNSELORS, INC.

Carl George Erickson
CONCORD, NH
Martha Elizabeth Cottrill
CONCORD, NH

More Advisors in CONCORD, New Hampshire

David Allen Weiss
LINCOLN INVESTMENT ADVISORS CORPORATION·CONCORD, NH
Richard Bruce Morgan
GRANITE INVESTMENT ADVISORS, INC.·CONCORD, NH
Diane Chadwick
HARVEST CAPITAL MANAGEMENT INC·CONCORD, NH
Jennifer Anne Johnsrud
DL CARLSON INVESTMENT GROUP INC.·CONCORD, NH
John Richard Heise
ATLAS FIDUCIARY SERVICES, INC.·CONCORD, NH
CFP
James Roger Mullins
DL CARLSON INVESTMENT GROUP INC.·CONCORD, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)MANCHESTER (12)HANOVER (10)WOLFEBORO (7)EXETER (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideMANCHESTER GuideHANOVER GuideWOLFEBORO Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile