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

GATEWAY WEALTH MANAGEMENT, LLC

Advisory

SAINT LOUIS, MO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in MO

#328

of 342 advisers by AUM

Average account

$324K

across 149 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MO, 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

51 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 MO

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

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WEALTH MANAGEMENT ADVISORS, INC.

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BRIDGEWATER ADVISORY GROUP LLC

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