GATEWAY WEALTH PARTNERS, LLC

CRD 322789File 801-126635

APPROVED

Retail clients

Filing as of Jun 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.28B

Top 25% of cohort (national)

Discretionary AUM

$1.66B

Non-discretionary $614.8M

Clients

7,382

10,635 accounts

Employees

Top 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 26, 2022
Principal office: 100 W. LAWRENCE STREET, SUITE 304, APPLETON, WI, 54911
Phone: (920) 731-9293
Website: https://www.thorsenwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.28B
Discretionary AUM: $1.66B
Non-discretionary AUM: $614.8M
Discretionary accounts: 8,021
Non-discretionary accounts: 2,614
Total accounts: 10,635
AUM per client: $309K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	32	$11.9M
Charitable organizations	13	$5.9M
High net worth individuals	1,605	$1.31B
Pension and profit sharing plans	25	$35.0M
Individuals (other than high net worth individuals)	5,707	$920.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.