$89.5M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
2 Employees
105 ADV. Clients
13 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Matrix prime
- Established Date
- 06-26-2012
- Office Locations
- 1
Office Locations
-- Stow OH
About Gateway Wealth, Inc.
Gateway Wealth Management (Gateway Wealth, Inc.) is a Stow, Ohio-based wealth management and financial planning firm serving individuals and families. The team builds structured, customized plans spanning goal setting, savings, asset management, accumulation, and retirement planning, with ongoing monitoring. Portfolios emphasize asset allocation and suitability, using public funds and ETFs, with Pershing custody.
Team overview
-- AVG AGE
$89.5M AVG AUM / ADVISOR
$851.9K AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
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Asset Classes
Fusion element
Client Personas
Foundation atlas Peak atlas
Custodian
Capital vital Frontier signal Zenith Ridge Meridian peak Value north Atlas Beacon foundation
Investment Themes
Crest focus Delta meridian Legacy Ridge
Investment Vehicles
Capital summit
Platform
Wave timber
Services
Peak catalyst Glacier Atlas pathway Vertex Pathway Eagle harbor Harbor fusion Matrix Optima Ridge beacon
Technology
Ridge
Owner & Executives
L
LARRY LEE KLINE
Chief Compliance Officer, President
- CRD
- #1736272
- Ownership
- 75% or more
(713) 856-6084
oak.alpha@summitcapital.com
in linkedin.com/in/horizon-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,451,788 | $246,141 |
| Non-Discretionary | $0 | -- |
| Total | $89,451,788 | $246,141 |
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Separately Managed Accounts
Total SMA Asset: $89,451,788
Public Funds:
38.0% Equity - Exchange:
12.8% Cash:
32.2% U.S. Government/Agency:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,329,022,396 | 38.0% |
| Equity - Exchange | $447,670,702 | 12.8% |
| Cash | $1,126,171,609 | 32.2% |
| U.S. Government/Agency | $594,562,650 | 17.0% |
| Total | $3,497,427,357 | 100.0% |