Gateway Wealth Partners, LLC logo

Gateway Wealth Partners, LLC

Updated today

Total assets under management

$1,249,772,416

Total clients

4,086

4% high-net worth

Total advisors

66

of 66 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

62

Average account size

$305,867

About

Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals (including high net worth clients), corporations and other business entities, and qualified employee benefit plans. Services include written financial plans, ongoing portfolio management, and ERISA 3(21)/3(38) plan services, with the option to engage Independent Managers and receive ad-hoc consultations.

The firm’s investment approach emphasizes strategic asset allocation using primarily low‑cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate, and employs both fundamental and technical analysis. Notably, as of December 31, 2024 Gateway Wealth reported about $1.25 billion in regulatory AUM, of which approximately $762.2 million was managed on a non‑discretionary basis and $487.5 million on a discretionary basis, so a majority of assets are overseen in a non‑discretionary (advisory/recommendation) capacity rather than under full trading discretion.

Gateway Wealth’s operational and referral relationships are a distinguishing feature: the firm maintains an ongoing custodial and technology relationship with LPL (including receipt of administrative support and enterprise rebates related to LPL Model Wealth Portfolios), accepts fees from StoneCastle for participation in the FICA KEEP cash management program, and participates in referral programs such as Money Pickle; several supervised persons are also registered representatives and licensed insurance agents who may offer commission‑based services outside the advisory agreement. These affiliations and financing arrangements (including a disclosed loan from AssetMark Trust) are disclosed in the brochure and can create conflicts that the firm says it manages through its policies and client disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees up to $15,000 for financial planning and consulting services

Percentage

$0+: up to 2.00% annually for Wealth Management services $0+: up to 1.50% annually for Retirement Plan Consulting services

Commissions

Separate commission-based arrangements for securities brokerage and insurance products offered by supervised persons

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Fee-only: Financial planning fixed fees up to $15,000; hourly fees up to $400/hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Gateway Wealth Partners, LLC

100 W. Lawrence Street, Suite 304

Appleton WI 54911, United States

Number of offices

25

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