Gateway Wealth Partners, LLC

$2.28BAssets under management
as of Jun 2026 · SEC Form ADV
Appleton, WI
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Tech stack

No one at Gateway Wealth Partners, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Gateway Wealth Partners, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $593M held · filed Sep 2024
AssetMark
Per Form ADV · $295M held · filed Sep 2024