# Gateway Wealth, Inc.

> Gateway Wealth, Inc. is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106022
- Filed as: GATEWAY WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106022
- AdvisorCensus page: https://advisorcensus.com/firm/gateway-wealth-inc-106022

## Quick answers

**How is Gateway Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Gateway Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gateway Wealth, Inc. registered with the SEC or a state?**
Gateway Wealth, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106022.

**How much does Gateway Wealth, Inc. manage?**
Gateway Wealth, Inc. reports $89,451,788 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Gateway Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (5).

**Does Gateway Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106022

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $89,451,788
- Discretionary: $89,451,788
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $64,932,374 |
| High net worth individuals | 5 | $24,519,414 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gateway Wealth, Inc. (CRD 106022): Form ADV filing data as of October 2026.