{
  "crd_number": 322789,
  "slug": "gateway-wealth-partners-llc-appleton-wi-322789",
  "primary_business_name": "GATEWAY WEALTH PARTNERS, LLC",
  "legal_name": "GATEWAY WEALTH PARTNERS, LLC",
  "dbas": [
    "ADVISORS' PRIDE",
    "BOBER WEALTH MANAGEMENT COMPANY",
    "FINANCIAL ADVISORS INC.",
    "FINANCIAL RESOURCE SERVICES",
    "GATEWAY FINANCIAL PARTNERS, LLC",
    "HAGEN WEALTH MANAGEMENT",
    "INTEGRATED WEALTH PARTNERS",
    "MCCLONE RETIREMENT ADVISORS",
    "PENNELL WEALTH ADVISORS",
    "THORSEN WEALTH MANAGEMENT",
    "UNION RETIREMENT ALLIANCE",
    "WEALTH GUARDIAN ADVISORS"
  ],
  "city": "Appleton",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "11540",
  "metro": {
    "cbsa_code": "11540",
    "common_name": "Appleton",
    "msa_name": "Appleton, WI",
    "path": "/advisors/wi/appleton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-26",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-12",
  "carried_forward": false,
  "raum_total": 2278835584.0,
  "raum_discretionary": 1663991752.0,
  "raum_non_discretionary": 614843832.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 83,
  "advisory_employees": 83,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5881612.0,
      "count": 13
    },
    "individuals": {
      "raum": 920817246.0,
      "count": 5707
    },
    "pension_profit_sharing": {
      "raum": 35046404.0,
      "count": 25
    },
    "high_net_worth_individuals": {
      "raum": 1305211060.0,
      "count": 1605
    },
    "corporations_other_businesses": {
      "raum": 11879262.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "ND",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/FINANCIALADVISORSINC",
    "https://facebook.com/INTEGRATEDWEALTHPARTNERS",
    "https://facebook.com/mygfpartner",
    "https://financialadvisorsinc.com",
    "https://frswealth.com",
    "https://hagenwealth.com",
    "https://integratedwealthpartners.com",
    "https://joingateway.com",
    "https://linkedin.com/company/gateway-financial-partners",
    "https://mcclone.com",
    "https://mygfpartner.com",
    "https://pennellwealth.com",
    "https://thorsenwealth.com",
    "https://twitter.com/mygfpartner",
    "https://unionretirement.net",
    "https://wealthguardianadvisorswashington.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322789",
  "city_as_filed": "APPLETON",
  "url": "https://advisorcensus.com/firm/gateway-wealth-partners-llc-appleton-wi-322789",
  "display_name": "Gateway Wealth Partners, LLC",
  "summary": "Gateway Wealth Partners, LLC is an SEC-registered investment advisory firm in Appleton, WI, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 12, 2026.",
  "citation": "AdvisorCensus. Gateway Wealth Partners, LLC (CRD 322789): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gateway Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gateway Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Gateway Wealth Partners, LLC located?",
      "a": "Gateway Wealth Partners, LLC's principal office is in Appleton, WI, according to its Form ADV; the July 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Gateway Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Gateway Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322789."
    },
    {
      "q": "How much does Gateway Wealth Partners, LLC manage?",
      "a": "Gateway Wealth Partners, LLC reports $2,278,835,584 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (73% discretionary)."
    },
    {
      "q": "How have Gateway Wealth Partners, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Gateway Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2022 data and $2,278,835,584 in the October 2026 data. Total employees: 32 in October 2022 and 83 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gateway Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,707); high net worth individuals (1,605); corporations or other businesses not listed above (32)."
    },
    {
      "q": "Which custodians does Gateway Wealth Partners, LLC use?",
      "a": "Gateway Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gateway Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322789"
    },
    {
      "q": "What changed in Gateway Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in ND."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 32,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1151846016.0,
      "total_employees": 38,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 891580271.0,
      "total_employees": 80,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1249772416.0,
      "total_employees": 66,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2278835584.0,
      "total_employees": 83,
      "filing_date": "2026-06-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in ND."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Union Retirement.",
        "Added the business name Gateway Financial Partners, LLC.",
        "Added the business name Union Retirement Alliance.",
        "Employees performing advisory functions went from 66 to 83.",
        "Regulatory assets under management went from $1,249,772,416 to $2,278,835,584 (+82%).",
        "Changed its office addresses in Eau Claire, WI.",
        "Added an office in Allenspark, CO.",
        "Added an office in Appleton, WI.",
        "Added an office in Farmington, CT.",
        "Added an office in Glendale, AZ.",
        "Added an office in Montgomery, AL.",
        "Added an office in Old Saybrook, CT.",
        "Added an office in Rancho Mirage, CA.",
        "Added an office in Santa Fe, NM.",
        "No longer lists an office in Delavan, WI.",
        "No longer lists an office in Estes Park, CO.",
        "No longer lists an office in Fort Wayne, IN.",
        "No longer lists an office in Manitowoc, WI.",
        "No longer lists an office in Newburyport, MA.",
        "No longer lists an office in Wausau, WI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in AL, NJ."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists the business name Forethought Planning.",
        "Added the business name Thorsen Wealth Management.",
        "Added the business name Hagen Wealth Management."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark, Inc.",
      "name_as_filed": "ASSETMARK, INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gateway-wealth-partners-llc-appleton-wi-322789.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5707,
      "fewer_than_5": false,
      "raum": 920817246.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1605,
      "fewer_than_5": false,
      "raum": 1305211060.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 35046404.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 5881612.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 32,
      "fewer_than_5": false,
      "raum": 11879262.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322789",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}