Whitegate Investment Counselors, Inc.
- Regulatory AUM
- $545M
- Discretionary
- $535M
- Clients
- 139
- Avg AUM / client
- $3.9M
- Accounts
- 477
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 68 positions, $314,501,560)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Cl B | Class B | $32,810,824 | 68,470 | 10.4% | 6.02% |
| 2 | Vanguard Growth | Common | $21,566,971 | 49,376 | 6.86% | 3.95% |
| 3 | Vanguard Small Cap | Common | $20,630,868 | 78,768 | 6.56% | 3.78% |
| 4 | I Shares Tr Russell 1000 Growth | Common | $19,775,223 | 46,377 | 6.29% | 3.63% |
| 5 | Vanguard Div Appreciation | Common | $18,809,596 | 87,462 | 5.98% | 3.45% |
| 6 | Vanguard Ftse Developed Mkts | Common | $18,249,495 | 284,792 | 5.8% | 3.35% |
| 7 | Vanguard Value | Common | $18,071,553 | 92,108 | 5.75% | 3.31% |
| 8 | Schwab Us Div Equity Etf | Common | $15,315,928 | 499,215 | 4.87% | 2.81% |
| 9 | Vanguard Mid Cap | Common | $10,831,066 | 37,715 | 3.44% | 1.99% |
| 10 | I Shares Russell Midcap Growth | Common | $10,105,082 | 78,872 | 3.21% | 1.85% |
| 11 | Vanguard Corp Bond Short Term | Common | $9,154,463 | 115,485 | 2.91% | 1.68% |
| 12 | Jp Morgan Ultra Short Muni Inco | Common | $8,870,877 | 174,007 | 2.82% | 1.63% |
| 13 | Vanguard Sh Term Inf | Common | $8,810,239 | 176,381 | 2.8% | 1.62% |
| 14 | I Shares Tr Msci Eafe Fd | Common | $8,619,608 | 88,743 | 2.74% | 1.58% |
| 15 | Spdr Sand P Dividend Etf | Common | $7,526,046 | 51,569 | 2.39% | 1.38% |
| 16 | Jpmorgan Core Plus Bond | Common | $7,485,872 | 159,003 | 2.38% | 1.37% |
| 17 | Vanguard Small Cap Value | Common | $7,019,767 | 32,312 | 2.23% | 1.29% |
| 18 | Vanguard Mid Cap Value | Common | $5,275,943 | 28,630 | 1.68% | 0.97% |
| 19 | I Shares New York Muni | Common | $4,997,530 | 94,080 | 1.59% | 0.92% |
| 20 | I Shares Russell Midcap | Common | $4,724,340 | 48,589 | 1.5% | 0.87% |
| 21 | I Shares Tr Russell 2000 Value | Common | $4,668,960 | 24,627 | 1.48% | 0.86% |
| 22 | Vanguard Reit | Common | $4,517,870 | 50,934 | 1.44% | 0.83% |
| 23 | Berkshire Hathaway Cl A | Class A | $4,308,840 | 6 | 1.37% | 0.79% |
| 24 | I Shares Us Real Estate | Common | $3,303,942 | 34,940 | 1.05% | 0.61% |
| 25 | Schwab Us Broad Market | Common | $3,223,392 | 128,422 | 1.02% | 0.59% |
Top 25 of 68 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $12.7M | 2.33% |
| High net worth individuals | 76 | $528M | 96.9% |
| Charitable organizations | 2 | $4.3M | 0.79% |
| Corporations and other businesses | 1 | $1.3K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hodgson Russ Retirement Plan Hodgson Russ Llp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paulette Wheeler Wolfe | President, Chief Compliance Officer And Sole Shareholder | Jan 2007 (20y) | 75% or more | |
| Sarah A. Burdette | Registered representative | Nov 2018 (8y) | ||
| Colby W Wolfe | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hodgson Russ Retirement Plan | Hodgson Russ Llp | 348 | $152M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $545M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗