Gateway Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,214,122
Clients
51
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$945,375
About
Gateway Wealth Management, LLC manages approximately $48 million for a compact client base of individuals and high‑net‑worth clients, providing discretionary portfolio management and financial planning. The firm prepares individualized Investment Policy Statements and offers ongoing portfolio monitoring alongside one‑time or periodic financial plans.
The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading horizon, and it primarily implements portfolios with ETFs and mutual funds while also employing fixed income, REITs, commodities, and alternative exposures when appropriate. It operates under discretionary authority, custodial relationships with an institutional provider, and delivers quarterly account reporting.
What is distinctive is the firm’s affiliation with the insurance channel: the principal is licensed to sell insurance and the firm includes insurance products and annuities among the instruments it may use, while disclosing that advisory clients will not be charged commissions for insurance sales. The brochure also discloses receipt of institutional services and research from its custodian, which can provide operational support but may introduce soft‑dollar considerations that differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Annuities
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services range between $900 and $10,000 (fees negotiable).
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for financial planning services (fees negotiable).
Account minimum: $1,000,000 Fee-only: Fee only investment adviser compensated solely based on fees from clients; no commissions or other compensation received.
Main office location
Gateway Wealth Management, LLC
1034 S. Brentwood Blvd, Ste 1603
Saint Louis MO 63117, United States
Number of offices
1
Most active in
Gateway Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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