Gateway Wealth Partners, LLC

RIASEC Registered
Total AUM
$2.3B
Discretionary
$1.7B
73% of AUM
Avg account
$214K
Accounts
10,635
Employees
83
Advisory reps
104

Firm details

Headquarters
Appleton, Wisconsin
CRD number
322789
Registered since
September 26, 2022
Website
mygfpartner.com
Custodians
LPL FINANCIAL LLC, ASSETMARK TRUST CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI57.28%
  • Individuals40.41%
  • Pension & Profit Sharing Plans1.54%
  • Corporations / Businesses0.52%
  • Charitable Organizations0.26%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gateway Wealth Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers services. Gateway is SEC registered (registered in 2022) and charges clients using a mix of AUM-based fees, hourly fees, and fixed fees. The firm reports an owner-type structure of an individual and operates as an LLC. It is not classified as an active ESG investor and is not a multi-state adviser in the filing data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 12%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • Stuart Steinberg

    Stuart Steinberg

    Chief Wealth StrategistCRD 4021943

  • Eric Hall

    Eric Hall

    Chief Executive OfficerCRD 4620656

  • Jill Batley

    Jill Batley

    President, Chief Compliance OfficerCRD 2204924

Contacts

3 of 101
  • Michael Torello

    Michael Torello

    Financial AdvisorCRD 5757655

  • Jason Yorgensen

    Jason Yorgensen

    Senior Wealth AdvisorCRD 5782611

  • Jairo Lemos

    Jairo Lemos

    Financial AdvisorCRD 5857489

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 629

Active vs passive

$1.8B in ETFs

Passive

65%

$1.2B

Active

25%

$639M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$59.3M79,1203.23%
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Location

Primary office

Appleton, WI

Outagamie

Location

Appleton, WI

Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.

Metro area
Appleton-Oshkosh-Neenah, WI
Region
Midwest
County
Outagamie
Address
100 W Lawrence St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth