Gateway Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,335,333
Total clients
47
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$773,092
About
Gateway Wealth Management is a small independent advisory firm that provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm manages client accounts on a discretionary basis and provides advice across typical vehicles such as mutual funds and ETFs, as well as fixed income and real estate funds.
The firm documents client objectives and risk tolerances in written investment policy statements and employs a long-term, fundamentals-informed approach that incorporates elements of modern portfolio theory. Portfolios are tailored to client-imposed restrictions and reviewed at least quarterly, with the firm executing trades under discretionary authority.
Noteworthy for a solo independent adviser, the firm’s principal is licensed to sell insurance and the brochure discloses affiliations with insurance activities and that affiliates may receive commissions for brokerage and insurance products, while also stating the principal will not sell or receive commissions to advisory clients. The firm requires custody through Schwab Institutional, uses third‑party lead generators (including SmartAsset and Money Pickle) for referrals, and is able to advise on less common alternatives such as private placements and venture capital investments.
Client services
Financial planning
Portfolio management
Fee options
Between $900 and $10,000 (fixed fee for creating financial plans)
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250/hour (financial planning services)
Minimum fee: $10,000 minimum annual fee for Portfolio Management Services Fee-only: Fee only investment adviser compensated solely based on fees received from clients
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Gateway Wealth Management, LLC
1034 S. Brentwood Blvd, Ste 1603
Saint Louis MO 63117, United States
Number of offices
1
Forms ADV
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