firm profile
Gateway Wealth Partners, LLC
Overview
Gateway Wealth Partners, LLC is an SEC registered investment adviser based in Appleton, WI, registered since 2022. It reports $2.3B in assets under management across 10,635 accounts, with 83 employees. It has 95 investment adviser representatives.
- Reported AUM
- $2.3B
- Discretionary
- 73%
- Accounts
- 10,635
- Average account
- $214K
- Employees
- 83
- Advisory reps
- 95
- Registered since
- 2022
- Jurisdictions
- 33
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Eric Dale Hall Chief Executive Officer CRD 4620656
- Jill Ann Batley Chief Compliance Officer, President CRD 2204924
- David Houghton Wood Chief Visionary Officer CRD 1922287
1 more executive officer, with direct contact details
Advisory reps 3 of 95
- Robert Duncan Aikins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5602971
- Jean-Paul A Aime Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4661784
- Bruce W Anesi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4831144
92 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 W Lawrence St Ste 304
Appleton, WI 54911 - County
- Outagamie
- Metro area
- Appleton, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 33 jurisdictions
- Website: integratedwealthpartners.com
Every state, with registration dates
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