Gateway Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 26, 2026, reports $2.3B in regulatory assets under management, 83 employees, 25 offices, and 10,635 accounts.
Assets Under Management
$2.3B
Employees
83
Offices
25 offices
Total Clients
7,382
Primary office
APPLETON, WI
100 W. LAWRENCE STREET, SUITE 304, APPLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
5,707
2
HNWI
21.7%
1,605
3
Corporations
0.4%
32
4
Pension Plans
0.3%
25
5
Charitable
0.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 26, 2026
Discretionary73.0%
$1.7B
73% of total RAUM73.0%
Non-discretionary27.0%
$615M
27% of total RAUM27.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.3B
Total Accounts10,635
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees83
Clients per Employee89:1
10Y Employee Change+51 (+159.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.