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| Gateway Wealth Partners LLC
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|
|---|---|
| CRD # | 322789 |
| SEC # | 801-126635 |
| CIK # | 0001966037 |
| AUM | $1.2 BB (2023-03-29) |
| Employees | 32 (84% Investors, 100% Brokers) |
| Phone | 920-731-9293 |
| Address | 100 W Lawrence Street Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.4 | |
| UNH | 477,004.0 | 11.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,001 | 453.6 |
| (b) Individuals (high net worth individuals) | 76 | 570.8 |
| (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 | 6 | 2.9 |
| (h) Charitable organizations | 29 | 104.3 |
| (i) State or municipal government entities | 23 | 20.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,080 | 1,151.8 |
| By Discretionary | ||
| Discretionary | 5,754 | 1,049.1 |
| Non-Discretionary | 326 | 102.8 |
| Total | 6,080 | 1,151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,151.8 | |
| Total | 6,080 | 1,151.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001966037] |
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|---|---|---|
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NY | 1.2 |
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RW Investment Management LLC
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ID | 1.2 |
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1.2 | |
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1834 Investment Advisors Co
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NC | 1.1 |