# Gateway Wealth Partners, LLC
Source: https://planprovider.pro/provider/gateway-wealth-partners-llc

> With offices spanning Wisconsin, Connecticut, and Florida, Gateway Wealth Partners, LLC advises individuals, families, and businesses on long-term financial…

Retirement Plan Advisor

Appleton, WI

## 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/](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|

## Other Retirement Plan Advisors in WI

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Windward Wealth Strategies, Inc.](https://planprovider.pro/provider/windward-wealth-strategies-inc) - Oshkosh, WI

- [Walkner Condon Financial Advisors LLC](https://planprovider.pro/provider/walkner-condon-financial-advisors-llc) - Madison, WI

- [Client First Investment Management LLC](https://planprovider.pro/provider/client-first-investment-management-llc) - West Bend, WI

- [Cwp Private Wealth Management](https://planprovider.pro/provider/cwp-private-wealth-management) - West Bend, WI

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Francis LLC](https://planprovider.pro/provider/francis-llc) - Brookfield, WI

- [Harbour Investments, Inc.](https://planprovider.pro/provider/harbour-investments-inc) - Madison, WI

- [KerberRose Wealth Management, LLC](https://planprovider.pro/provider/kerberrose-wealth-management-llc) - Shawano, WI

- [Retirement Solutions Advisors LLC](https://planprovider.pro/provider/retirement-solutions-advisors-llc) - Chicago, IL

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/gateway-wealth-partners-llc)

&copy; 2026 PlanProvider.Pro