Gateway Wealth Partners, LLC
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
FINTRXOverview
Gateway Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Gateway describes itself as a capital allocator and charges clients using a mix of percentage of assets under management, hourly fees and fixed fees. The firm does not identify as an active ESG investor.
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Jill Batley
President, Chief Compliance OfficerCRD 2204924
Eric Hall
Chief Executive OfficerCRD 4620656
Stuart Steinberg
Chief Wealth StrategistCRD 4021943
Contacts
3 of 96
David Romero
Financial AdvisorCRD 3199988
Mark Hand
Financial AdvisorCRD 6128780
Scott Beesley
Financial AdvisorCRD 4393919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 715Active vs passive
$2.8B in ETFs
64%
$1.8B
28%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $64.7M | 99,077 | 2.31% |
Location
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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