CRD: 172433
Gateway Wealth Management, LLC
$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector pathway
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
4951 Spring Creek Drive Guntersville AL
About Gateway Wealth Management, LLC
Gateway Wealth Management provides client-centered wealth management and financial planning for individuals and families, building customized long-term frameworks to define goals, maximize savings, manage assets, and monitor progress. Services include accumulation and retirement planning with asset allocation and securities suitability guidance; custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$37.6M AVG AUM / ADVISOR
$853.7K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Bridge beacon
Client Personas
Element North insight
Custodian
Unison zenith Matrix Delta Timber vector Delta Eagle ember Harbor foundation North element
Investment Themes
Matrix focus Capital vital Zenith Quantum
Investment Vehicles
Capital element
Services
Vector radial Prime Vector Timber Element Summit unison Foundation quantum Catalyst signal Eagle glacier Vital
Technology
North
Owner & Executives
A
ANDREW MICHAEL FERGUSON
MANAGING PRINCIPAL, Senior Vice President
- CRD
- #4005238
- Ownership
- 75% or more
(447) 377-4932
element.summit@elementcapital.com
in linkedin.com/in/catalyst-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,561,357 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,561,357 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,561,357
Public Funds:
53.0% Cash:
47.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,228,048,011 | 53.0% |
| Cash | $1,975,816,161 | 47.0% |
| Total | $4,203,864,172 | 100.0% |