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Gateway Wealth Management, LLC

Gateway Wealth Management, LLC. CRD 323278

Gateway Wealth Management, LLC logo

CRD: 323278

Gateway Wealth Management, LLC

Saint Louis, MO, 63117
3143492711
gatewaywealthstl.com
$48.2M Total AUM
$48.2M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
HarborFocus +more
Established Date
05-16-2023
Office Locations
1

Office Locations

1034 S. Brentwood Blvd STE 1603 Saint Louis MO

About Gateway Wealth Management, LLC

Gateway Wealth Management, LLC is a St. Louis-based registered investment adviser focused on retirement income and tax planning, pairing goal-based financial planning with portfolio construction and risk management. The firm works with individuals and families navigating retirement, charitable giving, and estate considerations, using funds and ETFs where appropriate. Founder-led by David Michael Foster and featured in outlets like Bloomberg, CNBC, and InvestmentNews.

Team overview

37 AVG AGE
$48.2M AVG AUM / ADVISOR
$927.2K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Matrix legacy Atlas Vector oak

Custodian

Frontier prime Delta zenith

Investment Themes

Prime Vital Summit Oak ember

Investment Vehicles

Timber prime

Services

Pathway atlas Eagle pioneer Peak Pathway Fusion Alpha Optima glacier Matrix value Meridian Pioneer

Technology

Alpha Harbor Ridge Insight

Owner & Executives

DAVID MICHAEL FOSTER

DAVID MICHAEL FOSTER

Chief Compliance Officer, Founder

CRD
#5490194
Ownership
75% or more
(922) 371-3977
horizon.bridge@elementcapital.com
in linkedin.com/in/signal-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $48,214,122 --
Non-Discretionary $0 --
Total $48,214,122 --

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Separately Managed Accounts

Total SMA Asset: $48,214,122

$48.2M Total SMA
Public Funds:
34.4%
Cash:
39.7%
Equity - Exchange:
25.9%
Asset class Assets Assets %
Public Funds $680,502,529 34.4%
Cash $785,347,396 39.7%
Equity - Exchange $512,355,102 25.9%
Total $1,978,205,027 100.0%

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