Wealth Manager
    SEC Registered
    Manages Private Funds

    Gateway Wealth Partners, LLC

    Registered investment advisor · Appleton, Wisconsin · CRD #322789

    Assets Under Management
    $2.3B
    Client Accounts
    10,635
    Employees
    83
    CRD Number
    322789
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Assetmark, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gateway Wealth Partners, LLC

    Gateway Wealth Partners, LLC is a SEC-registered investment advisory firm headquartered in Appleton, Wisconsin, managing approximately $2.3B in regulatory assets across 10,635 client accounts. The firm's full regulatory record is filed with the SEC under CRD #322789.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gateway Wealth Partners, LLC

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    Frequently Asked Questions

    What is Gateway Wealth Partners, LLC's AUM?

    Gateway Wealth Partners, LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gateway Wealth Partners, LLC headquartered?

    Gateway Wealth Partners, LLC is headquartered in Appleton, Wisconsin.

    What is Gateway Wealth Partners, LLC's CRD number?

    Gateway Wealth Partners, LLC's CRD number is 322789. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gateway Wealth Partners, LLC manage?

    Gateway Wealth Partners, LLC manages approximately 10,635 client accounts according to its latest SEC filing.

    Is Gateway Wealth Partners, LLC SEC registered?

    Yes, Gateway Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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