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GATEWAY WEALTH PARTNERS, LLC

APPLETON, WI · CRD 322789 · IAPD ↗ · joingateway.com · (920) 731-9293

$2.28BRegulatory AUM
83Advisory reps
83Employees
50Clients
51-100Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — GATEWAY WEALTH PARTNERS, LLC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — GATEWAY WEALTH PARTNERS, LLC added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — GATEWAY WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — GATEWAY WEALTH PARTNERS, LLC reported RAUM up 82% ($1.25B -> $2.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — GATEWAY WEALTH PARTNERS, LLC grew from 66 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
December 2025 — GATEWAY WEALTH PARTNERS, LLC notice-filed in AL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — GATEWAY WEALTH PARTNERS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — GATEWAY WEALTH PARTNERS, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — GATEWAY WEALTH PARTNERS, LLC added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — GATEWAY WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($891.6M -> $1.25B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — GATEWAY WEALTH PARTNERS, LLC grew from 51 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — GATEWAY WEALTH PARTNERS, LLC notice-filed in DE, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — GATEWAY WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
81
April 2024 — GATEWAY WEALTH PARTNERS, LLC grew from 38 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — GATEWAY WEALTH PARTNERS, LLC added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.