Gateway Wealth Partners is an investment advisor in Appleton with $1.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873991910
SEC advisor number
801-126635
FINRA CRD number
322789
AUM ?
$891.58 mm
(as of 28 Mar 24)
Accounts
3,968
(as of 28 Mar 24)
Employees
80
(51 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23