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|
| Keyboard |
| Pathways Wealth Management Inc
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|
|---|---|
| CRD # | 154125 |
| SEC # | 801-130750 |
| CIK # | |
| AUM | 287.0 M (2026-03-24) |
| Employees | 5 (60% Investors, 0% 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) | 410 | 97.7 |
| (b) Individuals (high net worth individuals) | 74 | 176.2 |
| (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 | 4 | 8.4 |
| (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 | 20 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 287.0 |
| By Discretionary | ||
| Discretionary | 558 | 226.4 |
| Non-Discretionary | 387 | 60.6 |
| Total | 945 | 287.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.0 | |
| Total | 945 | 287.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burkholder & Associates LLC
✚
|
DC | 287.4 M |
|
Martin Nelson & Co Inc
✚
|
WA | 287.3 M |
|
Valley Financial Group Inc
✚
|
PA | 287.2 M |
|
Kaizen Financial Strategies LLC
✚
|
CA | 287.1 M |
|
Landmark Wealth Management Inc
✚
|
IL | 287.0 M |
|
Alchemi Wealth LLC
✚
|
CT | 286.9 M |
|
Otto & Associates Inc
✚
|
VT | 286.6 M |
|
Tritonpoint Partners LLC
✚
|
MD | 286.5 M |
|
FIG Wealth LLC
✚
|
CA | 286.5 M |
|
Jim Saulnier & Associates LLC
✚
|
CO | 286.4 M |