Ryan Wolpert
Gateway Capital Management · Parkland, Florida
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.
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Facts
| Firm | Gateway Capital Management |
|---|---|
| Based in | Parkland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.4M across 62 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4710981 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gatewaycapitalmanagement.net |
How Ryan's firm compares
- Gateway Capital Management's average account is about $458,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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