RIA Intel›Advisers›Ohio›GATEWAY WEALTH, INC.

GATEWAY WEALTH, INC.

Advisory

OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH
#628
of 748 advisers by AUM
AUM change, 1 year
-4.0%
20th percentile in OH
AUM CAGR, 3 year
+5.0%
compound annual growth
Average account
$852K
across 105 accounts
AUM per adviser
$89M
1 advisers
Filing history
16
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$89M
1-Year AUM Growth
-4.0%
3-Year CAGR
+5.0%
Employees
2
Assets Under Management
Total AUM$89M
Discretionary AUM$89M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingMar 6, 2001
Latest FilingMar 30, 2026
Full AUM trend chart and 16 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

FSI GROUP, LLC
CINCINNATI, OH
$89M
-24.1% 1Y
EQUITTA ADVISORS LLC
MILFORD, OH
$90M
TOTAL FINANCIAL MANAGEMENT, LLC
POLAND, OH
$90M
RESONATE ADVISORS, INC.
CINCINNATI, OH
$90M
0.0% 1Y
SOBITZ FINANCIAL GROUP, LLC
UNIONTOWN, OH
$89M
APPALOOSA WEALTH MANAGEMENT LLC
INDEPENDENCE, OH
$89M

Get the full picture on GATEWAY WEALTH, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GATEWAY WEALTH, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans