GATEWAY WEALTH PARTNERS, LLC
CRD #322789 SEC #801-126635 APPLETON, WI (920) 731-9293
SEC Registered
Total AUM
$1.2B
Discretionary
$487.5M
Employees
66
Clients
26
Accounts
5,702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $487.5M | $762.2M | 66 | 49 |
| Oct 2025 | $1.2B | $487.5M | $762.2M | 66 | 49 |
| Aug 2025 | $1.2B | $487.5M | $762.2M | 66 | 49 |
| Jun 2025 | $1.2B | $487.5M | $762.2M | 66 | 49 |
| Mar 2025 | $1.2B | $487.5M | $762.2M | 66 | 49 |
| Sep 2024 | $891.6M | $556.5M | $335.1M | 80 | 70 |
| Jul 2024 | $891.6M | $556.5M | $335.1M | 80 | 70 |
| Jun 2024 | $891.6M | $556.5M | $335.1M | 80 | 70 |
| Mar 2024 | $891.6M | $556.5M | $335.1M | 80 | 70 |
| Jan 2024 | $1.2B | $1B | $102.8M | 38 | 55 |
| Jan 2024 | $1.2B | $1B | $102.8M | 38 | 55 |
| Nov 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Oct 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Sep 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Sep 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Jun 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Mar 2023 | $1.2B | $1B | $102.8M | 38 | 55 |
| Feb 2023 | $1.2B | $1B | $102.8M | 32 | 55 |
| Jan 2023 | $1.2B | $1B | $102.8M | 32 | 55 |
| Oct 2022 | $0 | $0 | $0 | 32 | 0 |
| Oct 2022 | $0 | $0 | $0 | 32 | 0 |
| Oct 2022 | $0 | $0 | $0 | 32 | 0 |
| Sep 2022 | $0 | $0 | $0 | 32 | 0 |
| Sep 2022 | $0 | $0 | $0 | 32 | 0 |
| Aug 2022 | $0 | $0 | $0 | 32 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$487.5M
Non-Disc.$762.2M
Employees66
Clients49
DateOct 2025
Total AUM$1.2B
Discretionary$487.5M
Non-Disc.$762.2M
Employees66
Clients49
DateAug 2025
Total AUM$1.2B
Discretionary$487.5M
Non-Disc.$762.2M
Employees66
Clients49
DateJun 2025
Total AUM$1.2B
Discretionary$487.5M
Non-Disc.$762.2M
Employees66
Clients49
DateMar 2025
Total AUM$1.2B
Discretionary$487.5M
Non-Disc.$762.2M
Employees66
Clients49
DateSep 2024
Total AUM$891.6M
Discretionary$556.5M
Non-Disc.$335.1M
Employees80
Clients70
DateJul 2024
Total AUM$891.6M
Discretionary$556.5M
Non-Disc.$335.1M
Employees80
Clients70
DateJun 2024
Total AUM$891.6M
Discretionary$556.5M
Non-Disc.$335.1M
Employees80
Clients70
DateMar 2024
Total AUM$891.6M
Discretionary$556.5M
Non-Disc.$335.1M
Employees80
Clients70
DateJan 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateJan 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateNov 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateOct 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateSep 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateSep 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateJun 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateMar 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees38
Clients55
DateFeb 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees32
Clients55
DateJan 2023
Total AUM$1.2B
Discretionary$1B
Non-Disc.$102.8M
Employees32
Clients55
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0