RIA Intel›Advisers›Ohio›GATEWAY FINANCIAL, LLC

GATEWAY FINANCIAL, LLC

Advisory

NORTHFIELD, OH

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$627K
across 65 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
65
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

TENACITY PRIVATE WEALTH LLC
$41M
THE ZAR FUND GROUP, LLC
CINCINNATI, OH
$41M
-61.7% 1Y
HUFF WEALTH MANAGEMENT LLC
$41M
WYOMING WEALTH MANAGEMENT, LLC
CINCINNATI, OH
$41M
HOFFMAN INVESTMENT SERVICES, LLC
$41M
WELL SPENT LLC
$40M

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