Gateway Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 322789
· SEC file 801-126635
· Appleton, WI
· www.twitter.com
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $1.7B
- Clients
- 7,382
- Avg AUM / client
- $309K
- Accounts
- 10,635
- Employees
- 83
AUM over time
$0
$2.3B
Aug 2022
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,707 | $921M | 40.4% |
| High net worth individuals | 1,605 | $1.3B | 57.3% |
| Pension and profit sharing plans | 25 | $35.0M | 1.54% |
| Charitable organizations | 13 | $5.9M | 0.26% |
| Corporations and other businesses | 32 | $11.9M | 0.52% |
People (99)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Houghton Wood | Chief Visionary Officer | Aug 2022 (4y) | 25% – 50% | |
| Eric Dale Hall | Chief Executive Officer | Aug 2022 (4y) | 25% – 50% | |
| Jill Ann Batley | Chief Compliance Officer And President | Aug 2022 (4y) | Less than 5% | |
| Michael George Kitzman | Director Of Talent Acquistion | Aug 2022 (4y) | Less than 5% | |
| Irene Marie Vilonalabonne | Registered representative | Oct 2022 (4y) | ||
| Jean Paul Anthony Aime | Registered representative | Oct 2022 (4y) | ||
| Jeanann M Kramer | Registered representative | Oct 2022 (4y) | ||
| Jeffrey Scott Miles | Registered representative | Oct 2022 (4y) | ||
| Jon M. Knapp | Registered representative | CFP | Oct 2022 (4y) | |
| Kurtis Scott Hagemann | Registered representative | Oct 2022 (4y) | ||
| Ryan Michael Knapp | Registered representative | Oct 2022 (4y) | ||
| Scott Carl Wauters | Registered representative | Oct 2022 (4y) | ||
| Susan Leighton Jansen | Registered representative | Oct 2022 (4y) | ||
| Timothy John Bober | Registered representative | Oct 2022 (4y) | ||
| Justin John Zoromski | Registered representative | Oct 2022 (4y) | ||
| Brandon Slowiak | Registered representative | Oct 2022 (4y) | ||
| Daniel P Labroad | Registered representative | Nov 2022 (4y) | ||
| Tyler Reed Boling | Registered representative | Nov 2022 (4y) | ||
| Christopher Andrew Mccaman | Registered representative | CFP CFA | Nov 2022 (4y) | |
| Todd Christopher Kuen | Registered representative | Jan 2023 (4y) | ||
| Jacob D Milam | Registered representative | Feb 2023 (3y) | ||
| Joel Wesley Milam | Registered representative | Feb 2023 (3y) | ||
| Melanie Denise Milam | Registered representative | Feb 2023 (3y) | ||
| Troy Charles Jordan | Registered representative | Mar 2023 (3y) | ||
| William Dyer Fendley | Registered representative | Mar 2023 (3y) | ||
| Charles Joseph Minahan | Registered representative | Apr 2023 (3y) | ||
| Nicholas Petronchak | Registered representative | Apr 2023 (3y) | ||
| Salvatore Sebastian Motta | Registered representative | Apr 2023 (3y) | ||
| Mark Andrew Hand | Registered representative | May 2023 (3y) | ||
| Thomas Allen Wittkopf | Registered representative | Jun 2023 (3y) | ||
| Bon Bounkeuat Keomany | Registered representative | Jun 2023 (3y) | ||
| David Edward Pentek | Registered representative | Jul 2023 (3y) | ||
| Richard Elliott Clough | Registered representative | Sep 2023 (3y) | ||
| Jairo C Lemos | Registered representative | Sep 2023 (3y) | ||
| Katherine Kimball Dyer | Registered representative | Sep 2023 (3y) | ||
| Mark William Goldberg | Registered representative | Sep 2023 (3y) | ||
| Howard Robert Pinson | Registered representative | CFP | Oct 2023 (3y) | |
| Jeffrey Gage Haines | Registered representative | Oct 2023 (3y) | ||
| Brent Roy Kimball | Registered representative | CFP Chartered Financial Consultant | Oct 2023 (3y) | |
| Scott Nicholas Beesley | Registered representative | CFP | Nov 2023 (3y) | |
| Michael Dennis Torello | Registered representative | Jan 2024 (3y) | ||
| Andrea Lee Wolfe | Registered representative | Mar 2024 (2y) | ||
| Charles Marion Fetters | Registered representative | Mar 2024 (2y) | ||
| Michael Rickett | Registered representative | CFP CFA | Apr 2024 (2y) | |
| Jacob Gregory Sensiba | Registered representative | May 2024 (2y) | ||
| Jayne Teresa Deutmeyer | Registered representative | May 2024 (2y) | ||
| Lyle Hans Christian Pennell | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Lindsay Anne Kaminski | Registered representative | CFP | Jun 2024 (2y) | |
| Michael James Hall | Registered representative | Oct 2024 (2y) | ||
| Bruce William Anesi | Registered representative | Oct 2024 (2y) | ||
| Paul Allen Smallwood | Registered representative | CFP Personal Financial Specialist | Nov 2024 (2y) | |
| Ian Thomas Green | Registered representative | CFA | Nov 2024 (2y) | |
| Gregory Nicholas Frankos | Registered representative | Jan 2025 (2y) | ||
| Joshua Justun Jones | Registered representative | Jan 2025 (2y) | ||
| Tucker Sahnow | Registered representative | Jan 2025 (2y) | ||
| Jeffrey Wayne Thorsen | Registered representative | Jan 2025 (2y) | ||
| Adam Scott Login | Registered representative | CFP | Feb 2025 (1y) | |
| Philip Eric Weisbach | Registered representative | CFP | Apr 2025 (1y) | |
| Lance Alan Henley | Registered representative | May 2025 (1y) | ||
| Erik Eldor Brenn | Registered representative | Jun 2025 (1y) | ||
| David Andrew Heather | Registered representative | Jun 2025 (1y) | ||
| Amy Greenberg Nelson | Registered representative | Jun 2025 (1y) | ||
| Timothy Paul Hammond | Registered representative | CFP Chartered Financial Consultant | Aug 2025 (1y) | |
| Christopher Michael Hagen | Registered representative | Aug 2025 (1y) | ||
| Siamak Ghajar Dowlatshahi | Registered representative | Sep 2025 (1y) | ||
| Stuart Alan Steinberg | Registered representative | CFP | Oct 2025 (1y) | |
| Michael Gary Tcheyan | Registered representative | CFP | Oct 2025 (1y) | |
| Sarah Lynn Mika | Registered representative | Oct 2025 (1y) | ||
| Venise Win Sze Lee | Registered representative | Nov 2025 (1y) | ||
| Irene Suet Lee Sluys | Registered representative | CFP | Nov 2025 (1y) | |
| Steven James Lautenschlager | Registered representative | CFP | Nov 2025 (1y) | |
| Cory Justin Wright | Registered representative | Nov 2025 (1y) | ||
| Robert Christopher Barthen | Registered representative | Dec 2025 (1y) | ||
| Evan P Drury | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) | |
| Darren Keith Crow | Registered representative | Dec 2025 (1y) | ||
| Bart Matthew Landsverk | Registered representative | Jan 2026 (1y) | ||
| Justin Scott Dumke | Registered representative | Jan 2026 (1y) | ||
| Mark Mclain Reichow | Registered representative | Jan 2026 (1y) | ||
| Mcfaddin Moise | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Brian Keith Dow | Registered representative | Jan 2026 (1y) | ||
| David William Romero | Registered representative | Jan 2026 (1y) | ||
| James Michael Healy | Registered representative | Jan 2026 (1y) | ||
| Garren G Taylor | Registered representative | Jan 2026 (1y) | ||
| Robert Duncan Aikins | Registered representative | Jan 2026 (1y) | ||
| Sam Michael Vercillo | Registered representative | Feb 2026 (0y) | ||
| Aaron Charles Piquet | Registered representative | Feb 2026 (0y) | ||
| Scott David Kinderman | Registered representative | Feb 2026 (0y) | ||
| Neil Philip Manning | Registered representative | CFP | Feb 2026 (0y) | |
| Jeffery Wilson Masters | Registered representative | Feb 2026 (0y) | ||
| William Jay Goldsmith | Registered representative | CFP | Mar 2026 (0y) | |
| Jacob Morenus | Registered representative | Mar 2026 (0y) | ||
| James Henry Perry | Registered representative | Apr 2026 (0y) | ||
| John Joseph Asta | Registered representative | Apr 2026 (0y) | ||
| Todd Edward Holden | Registered representative | Apr 2026 (0y) | ||
| Justin Leigh Hammerbeck | Registered representative | May 2026 (0y) | ||
| Bryce Kostman | Registered representative | May 2026 (0y) | ||
| Hope Sullivan | Registered representative | CFP | May 2026 (0y) | |
| Erik Edward Landsverk | Registered representative | Jun 2026 (0y) | ||
| Vincent Charles Baron | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $1.6B (72% of AUM) Jun 2026
- Assetmark Trust Company $540M (24% of AUM) Jun 2026
- Asset Mark $540M (24% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗