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GATEWAY WEALTH PARTNERS, LLC
CRD 322789 · SEC 801-126635
100 W. LAWRENCE STREET, SUITE 304, APPLETON, WI, 54911, United States
Phone
(920) 731-9293
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$1.66B
Team
83 total employees; 83 advisory reps; 50 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5707 | $920.8M |
| High net worth individuals | 1605 | $1.31B |
| Pension/profit sharing plans | 25 | $35.0M |
| Charitable organizations | 13 | $5.9M |
| Corporations/business entities | 32 | $11.9M |
States served
AL, AZ, CA, CO, DE, GA, IL, IN, IA, KS, ME, MD, MA, MI, MN, MS, NV, NJ, NM, NY, NC, ND, OH, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.thorsenwealth.com
- HTTPS://WWW.FACEBOOK.COM/INTEGRATEDWEALTHPARTNERS/
- HTTPS://WWW.FACEBOOK.COM/FINANCIALADVISORSINC/
- https://www.pennellwealth.com
- https://www.twitter.com/mygfpartner
- HTTP://WWW.FRSWEALTH.COM
- HTTP://WWW.FINANCIALADVISORSINC.COM
- https://www.joingateway.com/
- HTTP://WWW.WEALTHGUARDIANADVISORSWASHINGTON.COM
- https://www.hagenwealth.com
- HTTPS://WWW.INTEGRATEDWEALTHPARTNERS.COM
- HTTP://WWW.UNIONRETIREMENT.NET
- https://www.unionretirement.net
- https://www.facebook.com/mygfpartner
- https://www.mcclone.com
- https://www.linkedin.com/company/gateway-financial-partners
- https://www.mygfpartner.com/
Official SEC filing: View on IAPD