GATEWAY WEALTH MANAGEMENT, LLC

Overview

Gateway Wealth Management, LLC is a small, independent registered investment adviser focused on serving individual and family clients, along with small-business owners. The firm emphasizes fee-based financial planning and discretionary portfolio management, offering a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its model leans toward managing client relationships directly rather than acting as a capital allocator to pooled funds; discretionary assets make up the entirety of its reported AUM. Investment activity centers on public funds and mutual fund sleeve strategies, which account for the bulk of client assets. The firm reports no active ESG investing program and operates as a single-state adviser under an individual ownership structure. It also maintains an insurance-company affiliation, which can influence product availability such as annuities. Advisory services are oriented toward holistic planning and tailored portfolio construction for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices