About Gateway Wealth Partners, LLC
<p>With offices spanning Wisconsin, Connecticut, and Florida, Gateway Wealth Partners, LLC advises individuals, families, and businesses on long-term financial planning and investment decisions. The firm is headquartered in Appleton in the Fox Cities/Green Bay area, with additional offices in Darien (the New York City metro area) and Sarasota on Florida’s Gulf Coast.</p> <p>Gateway Wealth Partners provides wealth management and planning support across retirement planning, estate planning, tax planning, risk management, business planning, education funding, and accumulation strategies. The firm also offers <a href="/retirement-plans">retirement plan provider</a> services under a 3(21) co-fiduciary arrangement, working alongside plan sponsors on investment guidance while the sponsor retains final decision-making authority.</p> <p>As of 2026, Gateway Wealth Partners reports $1.2B in assets under management. A key differentiator is its multi-office footprint, which supports ongoing planning work for clients and plan sponsors across multiple regions.</p> <ul> <li>Wealth management and financial planning</li> <li>3(21) retirement plan investment advice for plan sponsors</li> <li>Retirement and estate planning coordination</li> <li>Tax planning and risk management support</li> <li>Business planning and education funding strategies</li> </ul>
Website: https://www.gatewaywealthmgmt.com/
Office Locations
- Appleton, WI (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.2B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RIVERVIEW 401(K) PLAN | RIVERVIEW, LLP, MN | $57M | 1,191 |