GATEWAY WEALTH PARTNERS, LLC

100 W. Lawrence Street
Suite 304
Appleton, Wisconsin 54911
Tel: (920) 731-9293

About GATEWAY WEALTH PARTNERS, LLC

GATEWAY WEALTH PARTNERS, LLC, formally registered with the SEC as GATEWAY WEALTH PARTNERS, LLC. The firm was established in 09/26/2022. They have over 25 offices throughout the country.

GATEWAY WEALTH PARTNERS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $891,580,271 assets under management, offering retirement planning & investment advisory services to 3968 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322789
SEC#	801-126635
Assets Managed by Firm	$891,580,271
No. of Clients	3968
No. of Advisors	80

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3968	$891,580,271
Individuals (other than high net worth individuals)	2453	$655,343,097
High net worth individuals	130	$226,069,145
Pension and profit sharing plans	Fewer than 5 clients	$3,909,854
Charitable organizations	6	$1,773,062
Corporations or other businesses	11	$4,485,113

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MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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