# GATEWAY WEALTH PARTNERS, LLC

GATEWAY WEALTH PARTNERS, LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 322789
- Type: SEC-registered investment adviser
- SEC file number: 801-126635
- Location: 100 W. LAWRENCE STREET, SUITE 304, APPLETON, WI, 54911
- Phone: (920) 731-9293
- Latest filing: 2026-06-12
- Regulatory AUM: $2.3B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $614.8M
- Clients: 83
- Accounts: 10,635

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jill Ann Batley | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| David Houghton Wood | CHIEF VISIONARY OFFICER | — |
| Eric Dale Hall | CHIEF EXECUTIVE OFFICER | — |
| Michael George Kitzman | CHIEF ENGAGEMENT OFFICER; DIRECTOR OF TALENT ACQUISTION | — |
| HALL JAMES DALE | CHIEF EXECUTIVE OFFICER | — |
| WOOD DAVID HOUGHTON | CHIEF VISIONARY OFFICER | — |
| BATLEY JILL ANN | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| KITZMAN MICHAEL GEORGE | DIRECTOR OF TALENT ACQUISTION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322789/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322789/similar
- Related entities: https://search.stillhousedata.com/firm/322789/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322789

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.