1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GATEWAY WEALTH PARTNERS, LLC

Map pinAPPLETON, WI
Phone(920) 731-9293
NotebookSEC #801-126635
Total AUM
$2.3B
Employees
83
Clients
7,382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. LAWRENCE STREET
SUITE 304
APPLETON
WI 54911
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(920) 731-9293
Other Offices
25

ReceiptFinancials

Total AUM
$2.3B
Accounts
10,635
Discretionary
$1.7B
Accounts
8,021
Non-Discretionary
$614.8M
Accounts
2,614

ContactClients

View more in analytics →

Individual Clients
5,707
AUM
$920.8M
HNW Individual Clients
1,605
AUM
$1.3B
Pension/Profit Sharing Plan Clients
25
AUM
$35M
Charitable Organization Clients
13
AUM
$5.9M
Corporation or Business Clients
32
AUM
$11.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAIAILINKSMAMDMEMIMNMOMSNCNHNJNMNVNYOHSCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account