Pathmont LLC

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Assets, Funds, Holdings

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Pathmont LLC
CRD #299217
SEC #801-123634
CIK #
AUM $157.5 M (2025-03-20)
Employees 1 (100% Investors, 0% Brokers)
Phone206-399-0454
Address2208 NW Market St
Seattle, WA 98107
Source [IAPD]
Total AUM ($M)
16012896643202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 29 134.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 22.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 67 157.5
By Discretionary
Discretionary 67 157.5
Non-Discretionary 0 0.0
Total 67 157.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.5
Total 67 157.5
Comparable Firms State AUM ($B)
Black Horse Wealth Management LLC
0.2
Family CFO LLC
NY 0.2
Pollock Planning Associates Inc
0.2
FMA Wealth Management LLC
MA 0.2
Shellman Investment Management LLC
FL 0.2
Archambo Financial Advisors Inc
OK 0.2
The Private Investment Group Inc
OH 0.2
Columbia River Financial Group LLC
WA 0.2
Mallini Complete Financial Planning LLC
FL 0.2
Reyes Financial Architecture Inc
CA 0.2
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