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| Pathways Wealth Management Inc
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| |
|---|---|
| CRD # | 154125 |
| SEC # | 801-130750 |
| CIK # | |
| AUM | $124.8 MM (2024-08-26) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 937-552-9765 |
| Address | 1270 Macintosh Court Troy, OH 45373 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 81.7 |
| (b) Individuals (high net worth individuals) | 21 | 37.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.5 |
| (n) Other | 4 | 0.0 |
| Total | 624 | 124.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 624 | 124.8 |
| Total | 624 | 124.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.8 | |
| Total | 624 | 124.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SFGA LLC
✚
|
HI | 0.1 |
|
Pacesetter Financial Group LLC
✚
|
IL | 0.1 |
|
Martin Capital Advisors LLP
✚
|
TX | 0.1 |
|
CLIO Asset Management LLC
✚
|
VA | 0.1 |
|
Foundry Wealth Advisors LLC
✚
|
MD | 0.1 |
|
Lumida Wealth Management LLC
✚
|
NY | 0.1 |
|
Viable Planning LLC
✚
|
PA | 0.1 |
|
Sieben Wealth Planning LLC
✚
|
MN | 0.1 |
|
Hinchley Advisory Group LLC
✚
|
CO | 0.1 |
|
Sinecera Capital LLC
✚
|
TX | 0.1 |