Gateway Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gateway Wealth Management, LLC manages approximately $48 million for a compact client base of individuals and high‑net‑worth clients, providing discretionary portfolio management and financial planning. The firm prepares individualized Investment Policy Statements and offers ongoing portfolio monitoring alongside one‑time or periodic financial plans.
The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading horizon, and it primarily implements portfolios with ETFs and mutual funds while also employing fixed income, REITs, commodities, and alternative exposures when appropriate. It operates under discretionary authority, custodial relationships with an institutional provider, and delivers quarterly account reporting.
What is distinctive is the firm’s affiliation with the insurance channel: the principal is licensed to sell insurance and the firm includes insurance products and annuities among the instruments it may use, while disclosing that advisory clients will not be charged commissions for insurance sales. The brochure also discloses receipt of institutional services and research from its custodian, which can provide operational support but may introduce soft‑dollar considerations that differ from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning services range between $900 and $10,000 (fees negotiable).
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for financial planning services (fees negotiable).
Account minimum: $1,000,000 Fee-only: Fee only investment adviser compensated solely based on fees from clients; no commissions or other compensation received.
Main office
1034 S. Brentwood Blvd, Ste 1603
Saint Louis MO 63117
Advisors at this office
1
Most active in
Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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