RIA Intel›Advisers›Alabama›GATEWAY WEALTH MANAGEMENT, LLC

GATEWAY WEALTH MANAGEMENT, LLC

Advisory

GUNTERSVILLE, AL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$522K

across 72 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

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

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$34M

WESBAN FINANCIAL CONSULTANTS, P.C.

$41M

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