Gateway Wealth Partners, LLC
● SEC registered since 2022CRD 322789SEC# 801-126635Appleton, WI
Reg. AUM
$2.28B
Employees
83
Accounts
10,635
Location
Appleton, WI
Gateway Wealth Partners, LLC assets under management
Gateway Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2022. It reports $2.3 billion in regulatory assets under management and employs 83 people.
Gateway Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Houghton Wood Control | Chief Visionary Officer | 25-50% | 2022 |
| Eric Dale Hall Control | Chief Executive Officer | 25-50% | 2022 |
| Jill Ann Batley Control | Chief Compliance Officer And President | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Gateway Wealth Partners, LLC manage?
Gateway Wealth Partners, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Gateway Wealth Partners, LLC have?
Gateway Wealth Partners, LLC reports 83 employees.
Where is Gateway Wealth Partners, LLC located?
Gateway Wealth Partners, LLC is based in Appleton, WI and has been SEC-registered since 2022.
Does Gateway Wealth Partners, LLC disclose fund performance?
Gateway Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 W. Lawrence Street, Suite 304, Appleton, WI 54911 |
| Phone | (920) 731-9293 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 82%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $1.66BNon-discretionary $614.8M