SEC Form ADV

GATEWAY WEALTH PARTNERS, LLC

Registered Investment AdviserWI
$2.3B
Assets Under Management
50
Total Clients
83
Employees
Get LP Contact Details

Registration Details

Accession
crd-322789
Location
APPLETON, WI
Filing Date
June 12, 2026
AUM
$2.3B
Total Clients
50
Institutional Clients
38
Employees
83
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

GATEWAY WEALTH PARTNERS, LLC is a registered investment adviser headquartered in APPLETON, WI, managing approximately $2.3B in assets across 50 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.