Montgomery, AL 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
8116 Old Federal Road, Suite C
Montgomery AL 36117
Advisors at this office
3
Advisors at this office
Cory W
Series 63, Series 65
Montgomery, AL
Gateway Wealth Partners, LLC
Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of December 2024.
Christopher H
Series 63, Series 65
Montgomery, AL
Gateway Wealth Partners, LLC
Christopher Hagen is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Independent Advisor Alliance, McDonald Financial Services, and LPL Financial. He serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.
James P
Series 63, Series 66
Montgomery, AL
Gateway Wealth Partners, LLC
James Perry is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Invista Advisors for 10 years and LPL Financial for 12 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.
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