TrueAdvisor
TrueAdvisor
JA
JA

John Asta

Gateway Wealth Partners, LLC
20 Years of Experience
Missouri City, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Asta is a registered investment advisor at Gateway Wealth Partners, LLC, based in Missouri City, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Missouri City, TX

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2019
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is an IAR at Elevation Advisory Partners, an independent RIA, dedicating full-time hours to this role. He also owns Open Road Wealth Management, focusing on fixed insurance and annuity sales, which takes about a quarter of his time. Additionally, John mentors college students through Villanova University's Mentor Program, spending a few hours per week.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
April 2026 - Present · 6 mos
Previous Registrations
Elevation Advisory Partners LLC
August 2023 - May 2026 · 2 yrs 9 mos
Silver Oak Securities, IncorporatedBroker
July 2023 - May 2026 · 2 yrs 10 mos
Raymond James & Associates, INC.
February 2013 - August 2023 · 10 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2023 · 10 yrs 6 mos
Morgan Keegan & Company, INC.
April 2008 - February 2013 · 4 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2008 - February 2013 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - April 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - April 2008 · 1 yr 3 mos
UBS Financial Services INC.
February 2006 - January 2007 · 11 mos
UBS Financial Services INC.Broker
January 2006 - January 2007 · 1 yr
State Registrations2 states
TXWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Missouri City, TX →All financial advisors in Texas →