# Ryan Wolpert

> Ryan Wolpert is a fee-only financial advisor at Gateway Capital Management in Parkland, Florida. Gateway Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-wolpert/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gateway Capital Management
- **Based in:** Parkland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $28.4M across 62 accounts
- **CRD:** 4710981 (https://adviserinfo.sec.gov/individual/summary/4710981)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://gatewaycapitalmanagement.net

## Frequently asked questions

### Is Ryan Wolpert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Gateway Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ryan charge for financial advice?

Ryan's firm, Gateway Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ryan Wolpert based?

Ryan Wolpert is based in Parkland, Florida.

### Is Ryan Wolpert registered with the SEC?

Yes. Ryan Wolpert is registered as an investment adviser representative in FL (CRD 4710981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gateway Capital Management manage?

Gateway Capital Management reports $28.4M across 62 accounts in assets under management.

### How do I contact Ryan Wolpert?

Through Ryan's website, gatewaycapitalmanagement.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4710981): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.