$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PathwayWave
- Established Date
- 10-20-2010
- Office Locations
- 1
Office Locations
-- Parkland FL
About Gateway Capital Management
Gateway Capital Management is an independent RIA in South Florida providing integrated financial planning, investment management, and tax planning/preparation. Led by a CPA-based advisor, the firm emphasizes a client-centered process and long-term relationships built on integrity and clear communication. Portfolios primarily use public funds and ETFs, with some investment-grade fixed income, and custody includes Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$28.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Radial Meridian vector Beacon
Client Personas
Meridian
Custodian
Alpha Quantum glacier Zenith peak
Investment Themes
Eagle atlas
Investment Vehicles
Delta
Services
Fusion Harbor Ember ember Foundation legacy Foundation glacier Element delta Pathway matrix Vector
Technology
Glacier foundation Ridge
Owner & Executives
R
RYAN WOLPERT
Chief Executive Officer, Founder, Owner
- CRD
- #4710981
- Ownership
- 75% or more
(926) 789-3077
ridge.beacon@oakcapital.com
in linkedin.com/in/prime-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,378,533 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,378,533 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,378,533
Public Funds:
24.0% Corporate - Investment Grade:
36.5% Equity - Exchange:
20.4% Cash:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $674,311,276 | 24.0% |
| Corporate - Investment Grade | $1,025,515,065 | 36.5% |
| Equity - Exchange | $573,164,584 | 20.4% |
| Cash | $536,639,391 | 19.1% |
| Total | $2,809,630,316 | 100.0% |