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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gateway Wealth Partners LLC
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|---|---|
| CRD # | 322789 |
| SEC # | 801-126635 |
| CIK # | 0001966037 |
| AUM | $1.2 B (2025-06-26) |
| Employees | 66 (100% Investors, 92% Brokers) |
| Phone | 920-731-9293 |
| Address | 100 W Lawrence Street Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.1 | ||
| Apple Inc | 7.5 | ||
| Amazon Com Inc | 6.5 | ||
| Nvidia Corp | 6.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,906 | 855.2 |
| (b) Individuals (high net worth individuals) | 180 | 382.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 12 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,702 | 1,249.8 |
| By Discretionary | ||
| Discretionary | 1,359 | 487.5 |
| Non-Discretionary | 4,343 | 762.2 |
| Total | 5,702 | 1,249.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,249.8 | |
| Total | 5,702 | 1,249.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966037] |
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|---|---|---|
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