Andrea Lee Wolfe
Investment adviser representative at Gateway Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
4 yearsFirm in business
Are you Andrea Lee Wolfe? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gateway Wealth Partners, LLCMar 2024 to now
- LPL FinancialMar 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Apr 2018 to Mar 2024
- Conscious Capital Wealth Management, LLCMar 2016 to Mar 2024
- J.W. Cole Financial, Inc.Mar 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
Gateway Wealth Partners, LLC
$2.3BAssets managed
7,382Clients
104Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5104888
- Firm CRD
- 322789