|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Pathways Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 154125 |
| SEC # | 801-130750 |
| CIK # | |
| AUM | $133.3 M (2025-06-20) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 937-552-9765 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 627 | 66.0 |
| (b) Individuals (high net worth individuals) | 35 | 59.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 683 | 133.3 |
| By Discretionary | ||
| Discretionary | 222 | 65.6 |
| Non-Discretionary | 461 | 67.7 |
| Total | 683 | 133.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.3 | |
| Total | 683 | 133.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
van der Noord Financial Advisors Inc
✚
|
SC | 0.1 |
|
Waypoints Financial LLC
✚
|
FL | 0.1 |
|
Cabin Advisors LLC
✚
|
KS | 0.1 |
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Todd Wealth Management LLC
✚
|
FL | 0.1 |
|
Hudson Capital Advisory Inc
✚
|
NY | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Troutman Wealth Management LLC
✚
|
PA | 0.1 |
|
Fenix Asset Management LLC
✚
|
NY | 0.1 |