GATEWAY WEALTH, INC.
Firm details
- Headquarters
- ,
- CRD number
- 106022
- Website
- www.gatewayplanning.org
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals72.59%
- HNWI27.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gateway Wealth, Inc. is an independent registered investment adviser that serves individual and family clients with a focus on fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-type structure classified as an individual-owned corporation and charges clients on a percentage-of-AUM and fixed-fee basis. Investment activity is concentrated in pooled, professionally managed public vehicles rather than direct stock picking or large-scale alternative allocations. Gateway Wealth is not positioned as a capital allocator, is not an active ESG investor, and operates with a single-state footprint based on available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities13%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
1 of 1LARRY KLINE
PresidentCRD 1736272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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