Overview
Assets Under Management: $287 million
High-Net-Worth Clients: 74
Average Client Assets: $2.4 million
Frequently Asked Questions
PATHWAYS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154125), PATHWAYS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PATHWAYS WEALTH MANAGEMENT, INC. serves 74 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, PATHWAYS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
PATHWAYS WEALTH MANAGEMENT, INC. manages $287 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, PATHWAYS WEALTH MANAGEMENT, INC. serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.37%
Average Client Assets: $2.4 million
Total Client Accounts: 945
Discretionary Accounts: 558
Non-Discretionary Accounts: 387
Regulatory Filings
CRD Number: 154125
Filing ID: 2081020
Last Filing Date: 2026-03-24 12:33:52