Gateway Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Gateway Wealth Partners reports 7,382 clients. They include 5,707 individual clients, 1,605 high-net-worth individuals, and 32 corporations and other businesses. Of its assets, 73.0% ($1.66B across 8,021 accounts) are managed with discretion; $615M across 2,614 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.26B. It advised 50 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 40% |
| High-net-worth individuals | 22% | 57% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,707 | $921M | 40.4% | $161K |
| High-net-worth individuals | 1,605 | $1.31B | 57.3% | $813K |
| Pension and profit-sharing plans | 25 | $35M | 1.5% | $1.4M |
| Charitable organizations | 13 | $5.88M | 0.3% | $452K |
| Corporations and other businesses | 32 | $11.9M | 0.5% | $371K |
| Total | 7,382 | $2.28B | 100% | $309K |
- Clients
- 5,707
- Regulatory AUM
- $921M
- AUM share
- 40.4%
- Avg. per client
- $161K
- Clients
- 1,605
- Regulatory AUM
- $1.31B
- AUM share
- 57.3%
- Avg. per client
- $813K
- Clients
- 25
- Regulatory AUM
- $35M
- AUM share
- 1.5%
- Avg. per client
- $1.4M
- Clients
- 13
- Regulatory AUM
- $5.88M
- AUM share
- 0.3%
- Avg. per client
- $452K
- Clients
- 32
- Regulatory AUM
- $11.9M
- AUM share
- 0.5%
- Avg. per client
- $371K
Total
- Clients
- 7,382
- Regulatory AUM
- $2.28B
- AUM share
- 100%
- Avg. per client
- $309K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 50
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Gateway Wealth Partners charges up to 3.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone engagements are negotiable fixed or hourly fees, up to $15,000 fixed or $400 an hour.
David Wood owns 25% to 50% of Gateway Wealth Partners. Eric Hall is CEO; the leadership team includes President Jill Batley. It has 83 employees.
Staff
- 83 employees
- 83 in advisory functions
- 83 state-registered reps
- 81 broker-dealer reps
- 50 insurance agents
- 12 soliciting firms
- Owns 25% to 50% of Gateway Wealth Partners, LLC
David Wood
Control person · since August 2022
- Owns 25% to 50% of Gateway Wealth Partners, LLC
Eric Hall
Control person · since August 2022
Gateway Wealth Partners’ regulatory assets grew 2.0× from $1.15B (June 2023) to $2.28B (June 2026); clients rose from 4,135 to 7,382 and employees from 38 to 83.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $2.28B | 7,382 | 83 | 26 |
| Jun 2025June 2025 | $1.25B | 4,121 | 66 | 26 |
| Jul 2024July 2024 | $892M | 2,600 | 80 | 25 |
| Jun 2023June 2023 | $1.15B | 4,135 | 38 | 24 |
Besides its headquarters, Gateway Wealth Partners has 25 offices (6 private residences, listed without an address), with 20 listed addresses across 11 states.
Wisconsin · 7 listed addresses
- 100 W. Lawrence Street, Suite 304, AppletonHQ
- 434 S. Yellowstone Drive, Madison
- W193 N10975 Kleinmann Drive, Germantown
- 4319 Jeffers RD, Eau Claire
- 1500 N Casaloma, Appleton
- 150 Main Street, Menasha
- 2115 East Clairemont Ave, Eau Claire
Connecticut · 3 listed addresses
- 455 Winding Brook Drive, Glastonbury
- 200 Mountain RD, Farmington
- 48 Main Street, Old Saybrook
Illinois · 2 listed addresses
- 126 Eastgate Drive, Washington
- 106 W. Wilson Street, Batvia
Alabama · 1 listed address
- 8116 Old Federal RD, Montgomery
Arizona · 1 listed address
- 5633 W Park View Lane, Glendale
California · 1 listed address
- 41-750 Rancho Las Palmas, Rancho Mirage
Colorado · 1 listed address
- 236a Ski RD, Allenspark
Maryland · 1 listed address
- 11 S. Washington St., Easton
Minnesota · 1 listed address
- 20520 Keokuk Ave., Lakeville
New Mexico · 1 listed address
- 1520 Paseode Peralta, Santa Fe
Texas · 1 listed address
- 4305 N. Garfield Street, Midland
Other business names
Gateway Wealth Partners has reported 12 other business names to the SEC.
- 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
Contact and registration details
- Legal name
- Gateway Wealth Partners, LLC
- Headquarters
- 100 W. Lawrence Street, Suite 304, Appleton, WI 54911
- Website
- joingateway.com
- Phone
- 920-731-9293
- @gateway-financial-partners
- SEC file
- 801-126635
- Structure
- Delaware LLC
- Fiscal year end
- December
Gateway Wealth Partners’ named custodians for separately managed accounts are LPL Financial ($1.65B, 75%) and Assetmark ($540M, 25%). Gateway Wealth Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $1.65B75%
- AssetmarkAssetmark, Inc. · Concord, CA · $540M25%
At year end, Gateway Wealth Partners’ separately managed accounts were mostly in funds (84%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.67B across 751 positions; the largest are iShares TR (3.6%), Apple Inc. (2.2%) and SPDR Series Trust (2.2%).
What the accounts hold
- Stocks12%
- Funds84%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
How many clients does Gateway Wealth Partners have?
Gateway Wealth Partners has 7,382 clients and manages $2.28 billion for them, as of June 2026. They include 5,707 individual clients, 1,605 high-net-worth individuals, and 32 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026
What services does Gateway Wealth Partners offer?
Gateway Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gateway Wealth Partners charge?
Gateway Wealth Partners charges up to 3.00% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Gateway Wealth Partners use?
Gateway Wealth Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $1.65B and Assetmark, Inc. (Concord, CA), with $540M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026
How many financial advisors does Gateway Wealth Partners have?
Gateway Wealth Partners has 83 investment adviser representatives registered with state securities authorities, out of 83 employees, and 83 perform investment advisory functions. 81 employees are registered representatives of a broker-dealer and 50 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gateway Wealth Partners invest in?
At the end of its last fiscal year, Gateway Wealth Partners’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gateway Wealth Partners?
Gateway Wealth Partners’ direct owners are David Wood and Eric Hall, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 June 2026
How does Gateway Wealth Partners get paid?
Gateway Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gateway Wealth Partners?
Gateway Wealth Partners’ main office is at 100 W. Lawrence Street, Suite 304, Appleton, WI 54911. Its phone number is 920-731-9293. Its website is joingateway.com.