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| Gateway Wealth Partners LLC
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|
|---|---|
| CRD # | 322789 |
| SEC # | 801-126635 |
| CIK # | 0001966037 |
| AUM | $891.6 MM (2024-07-24) |
| Employees | 80 (64% Investors, 62% Brokers) |
| Phone | 920-731-9293 |
| Address | 100 W Lawrence Street Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.5 | |
| MSFT | 1,918,222.4 | 6.1 | |
| AMZN | 1,092,997.8 | 3.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,453 | 655.3 |
| (b) Individuals (high net worth individuals) | 130 | 226.1 |
| (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 | 3.9 |
| (h) Charitable organizations | 6 | 1.8 |
| (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 | 11 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,968 | 891.6 |
| By Discretionary | ||
| Discretionary | 3,219 | 556.5 |
| Non-Discretionary | 749 | 335.1 |
| Total | 3,968 | 891.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 891.6 | |
| Total | 3,968 | 891.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966037] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Headinvest LLC
✚
|
ME | 0.9 |
|
Hemington Wealth Management LLC
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|
VA | 0.9 |
|
van Cleef Asset Management Inc
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OH | 0.9 |
|
Haven Global Partners LLC
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GA | 0.9 |
|
Adams Asset Advisors LLC
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TX | 0.9 |
|
Dean Investment Associates LLC
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OH | 0.9 |
|
Minneapolis Portfolio Management Group LLC
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MN | 0.9 |
|
Maren Capital LLC
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IL | 0.9 |
|
Keeley-Teton Advisors LLC
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|
IL | 0.9 |
|
Eagle Bay Advisors LLC
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|
NY | 0.9 |