Midland, TX Office
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Gateway Wealth Partners, LLC
Multi-team
Firm-wide stats for Gateway Wealth Partners, LLC
About
Gateway Wealth Partners is a registered investment adviser that serves individuals (including high‑net‑worth clients), corporations and retirement plans. The firm provides financial planning, consulting, wealth management (including both discretionary and non‑discretionary portfolio management) and retirement plan consulting services.
The firm typically allocates client assets among low‑cost, diversified mutual funds and ETFs, and supplements those exposures with individual stocks, bonds and independent managers as appropriate while using both fundamental and technical analysis. As of December 31, 2025 Gateway reported roughly $2.28 billion in regulatory assets under management, split about $1.66 billion discretionary and $614.8 million non‑discretionary, and it offers wrap program services as well as ERISA 3(21)/3(38) plan engagements.
Compared with many large advisory firms, Gateway maintains a relatively substantial non‑discretionary advisory book, meaning a notable portion of clients retain final trade approval while continuing to receive advisory support. The firm also discloses a range of third‑party relationships and affiliated activities — including supervised persons who are registered representatives or insurance agents, economic benefits from custodians (Schwab and LPL), participation in referral platforms such as Money Pickle, and a cash management offering through StoneCastle — all of which are explained in its brochure and can influence how services are delivered.
Based on Gateway Wealth Partners, LLC
Expertise
Based on Gateway Wealth Partners, LLC
Location
4305 N. Garfield Street, 260
Midland TX 79705
Advisors at this office
3
Advisors at this office
Jacob M
Series 63, Series 65
Midland, TX
Gateway Wealth Partners, LLC
Jacob Milam is a financial advisor at Gateway Wealth Partners, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at LPL Financial, NetSuite, Oracle Corporation, and Vector Marketing. Milam operates within Gateway Wealth Partners, an independent investment advisory firm. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm typically allocates client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.
Melanie M
Series 63, Series 65
Midland, TX
Gateway Wealth Partners, LLC
Melanie Milam is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. In addition to her advisory role, she is a Certified Public Accountant and owns a tax preparation and accounting practice. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.
Joel M
Series 63, Series 65
Midland, TX
Gateway Wealth Partners, LLC
Joel Milam is an investment advisor representative with Gateway Wealth Partners, LLC and a registered representative with LPL Financial. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Milam has worked at Gateway Wealth Partners since 2023 and was previously with Gateway Financial Partners and LPL Financial. Outside of financial advising, he is a commissioned Texas notary public. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets primarily among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and manages both discretionary and non-discretionary portfolios.
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