Falists
← Back to search

GATEWAY WEALTH MANAGEMENT, LLC

CRD 172433

4951 SPRING CREEK DRIVE, GUNTERSVILLE, AL, 35976, United States

Phone

256-582-5500

Fax

256-582-5509

Registration

— (—)

Source

State registered

Total AUM

$37.6M

Discretionary AUM

$37.6M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals32$8.1M
High net worth individuals12$29.5M

Official SEC filing: View on IAPD