CRD: 172433
Gateway Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $853.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ANDREW MICHAEL FERGUSON
MANAGING PRINCIPAL, Senior Vice President
- CRD
- #4005238
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Gateway Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.