GATEWAY WEALTH, INC.

GATEWAY WEALTH, INC. of UNIONTOWN, OH is an SEC-registered investment adviser (CRD 106022). Regulatory assets under management: $89.5M.

Registration

• CRD: 106022
• SEC file number: 801-40802
• Type: Registered investment adviser
• Location: 1531 BOETTLER ROAD, SUITE A, UNIONTOWN, OH, 44685
• Phone: 330-896-2900
• Latest filing: 2026-03-30
• Regulatory AUM: $89.5M
• Discretionary AUM: $89.5M
• Clients: 2
• Accounts: 105

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 106022 on SEC IAPD (source of record)
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