CW
CW

Cory Justin Wright

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

8116 Old Federal Road, Suite C, Montgomery, AL, 36117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cory has outside W-2 employment with Saint James, dedicating approximately 60 hours per month. Cory also provides administrative support to Independent Advisor Alliance, LLC, and operates under the DBA Hagen Wealth Management, dedicating full-time hours to these investment-related activities.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
November 2025 - Present · 3 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Independent Advisor Alliance, LLC
July 2024 - August 2025 · 1 yr 1 mo
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.