GATEWAY WEALTH MANAGEMENT, LLC

Overview

Gateway Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients, along with small-business owners. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, and it lists accounting among its business activities and industry affiliations. Gateway charges clients on a percentage-of-assets-under-management basis and also offers hourly billing for planning or advisory work. The firm operates as a largely discretionary manager—its reported discretionary assets match total assets—and favors pooled public vehicles as the primary building blocks of client portfolios. Gateway does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices