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| Keyboard |
| Gateway Wealth Partners LLC
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|---|---|
| CRD # | 322789 |
| SEC # | 801-126635 |
| CIK # | 0001966037 |
| AUM | 2,278.8 M (2026-06-12) |
| Employees | 83 (100% Investors, 98% Brokers) |
| Phone | 920-731-9293 |
| Address | 100 W Lawrence Street Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,707 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,605 | 1.3 |
| (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 | 25 | 0.0 |
| (h) Charitable organizations | 13 | 0.0 |
| (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 | 32 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,635 | 2.3 |
| By Discretionary | ||
| Discretionary | 8,021 | 1.7 |
| Non-Discretionary | 2,614 | 0.6 |
| Total | 10,635 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 10,635 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966037] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 50 |
| Serves | Institutional, Retail |
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