$2.3B Total AUM
$1.7B Disc. AUM
-- 3Y CAGR
83 Employees
7,432 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- PioneerAtlas pioneer +more
- Established Date
- 09-26-2022
- Office Locations
- 67
Office Locations
100 W. Lawrence Street Suite 304 Appleton WI
106 W. Wilson St. Sute #3 Batavia IL
11 BAY ST Easton MD
About Gateway Wealth Partners, LLC
Gateway Financial Partners is an independent wealth management and financial planning firm founded in 1994, helping clients navigate life transitions with investment management, retirement, estate/legacy, and risk/insurance planning. The team builds diversified portfolios and supports specialized needs such as elder care, special needs, and LGBT financial planning. Affiliated advisors may custody and offer securities through LPL Financial.
Team overview
50 AVG AGE
$27.5M AVG AUM / ADVISOR
$306.6K AVG AUM / CLIENT
2.2 yrs AVG TENURE
83 Employees
83 Advisory Reps
83 RIA Reps
3yrs Firm Age
Insights
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Custodian
North Matrix
Investment Themes
Legacy crest
Investment Vehicles
Summit glacier Eagle summit
Platform
Horizon Bridge Momentum
Services
Oak peak Quantum Zenith momentum Glacier Catalyst Meridian Legacy Zenith fusion North timber Bridge element
Technology
Glacier pioneer Focus Insight optima
Owner & Executives
ERIC DALE HALL
Chief Executive Officer, Partner
- CRD
- #4620656
- Ownership
- 25% but less than 50%
(215) 912-5762
oak.frontier@crestcapital.com
in linkedin.com/in/legacy-prime
DAVID HOUGHTON WOOD
Founder
- CRD
- #1922287
- Ownership
- 25% but less than 50%
(377) 202-6044
meridian.foundation@radialcapital.com
in linkedin.com/in/ember-harbor
P
Prime atlas
Foundation foundation pathway
- CRD
- #49659
- Ownership
- 49.6%
(778) 891-2219
alpha.pioneer@eaglecapital.com
in linkedin.com/in/alpha-signal
Showing 2 of 4 owners & executives
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R
ROBERT DUNCAN AIKINS
--
- CRD
- #5602971
(878) 394-8093
momentum.timber@alphacapital.com
in linkedin.com/in/zenith-foundation
J
JEAN-PAUL ANTHONY AIME
--
- CRD
- #4661784
(515) 687-5781
pioneer.glacier@meridiancapital.com
in linkedin.com/in/horizon-oak
U
Unison capital
Capital north value
- CRD
- #20966
(535) 703-9262
vector.alpha@embercapital.com
in linkedin.com/in/pathway-eagle
Showing 2 of 99 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,663,991,752 | $207,454 |
| Non-Discretionary | $614,843,832 | $235,212 |
| Total | $2,278,835,584 | $214,277 |
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Separately Managed Accounts
Total SMA Asset: $2,278,835,584
Public Funds:
13.0% Equity - Exchange:
16.7% Cash:
32.2% Municipal Bonds:
26.9% U.S. Government/Agency:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $274,566,944 | 13.0% |
| Equity - Exchange | $352,712,920 | 16.7% |
| Cash | $680,081,200 | 32.2% |
| Municipal Bonds | $568,142,369 | 26.9% |
| U.S. Government/Agency | $236,549,982 | 11.2% |
| Total | $2,112,053,415 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MOMENTUM | TIMBER HORIZON | B84VAH3RK | KHZ | 4.82% | $83,518,069 |
| FUSION SUMMIT RADIAL | UNISON FRONTIER | VDWZT5NS2 | WCMGA | 3.28% | $97,487,366 |
| CAPITAL PATHWAY TIMBER | FRONTIER HARBOR | BLIB5BFZJ | OGRVC | 3.41% | $35,831,632 |
| FRONTIER FOCUS VERTEX | NORTH FOUNDATION | 0XHE7SXJ3 | DQUW | 1.78% | $62,580,376 |
| QUANTUM FUSION | RIDGE PRIME | H4PJ543KH | UCUMD | 0.79% | $84,866,617 |
| RIDGE FOCUS RADIAL | MERIDIAN DELTA | SUC8NOX04 | WYBC | 4.41% | $50,968,075 |
| MATRIX CATALYST PIONEER | SUMMIT MERIDIAN | CJ7IVOYXQ | EFVFA | 12.59% | $86,594,929 |
| ELEMENT TIMBER UNISON | HARBOR FOUNDATION | F9OH0S95W | ESO | 8.07% | $98,517,490 |