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| Keyboard |
| Pathwise Wealth Partners LLC
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|---|---|
| CRD # | 174215 |
| SEC # | 801-121506 |
| CIK # | |
| AUM | 255.0 M (2026-02-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 925-939-5607 |
| Address | 1211 Newell Ave Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 76.0 |
| (b) Individuals (high net worth individuals) | 77 | 177.3 |
| (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 | 1.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 255.0 |
| By Discretionary | ||
| Discretionary | 504 | 253.3 |
| Non-Discretionary | 1 | 1.8 |
| Total | 505 | 255.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.3 | |
| United States Persons | 242.8 | |
| Total | 505 | 255.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 255.6 M |
|
Releve Financial Group LLC
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AZ | 255.6 M |
|
International Private Wealth Advisors LLC
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CA | 255.3 M |
|
Sorenson Impact Advisory LLC
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UT | 255.1 M |
|
Secured Retirement Advisors LLC
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MN | 255.1 M |
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KOA Wealth Management LLC
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254.9 M | |
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Modern Capital Advisors LLC
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NC | 254.8 M |
|
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TN | 254.7 M |
|
Hartmann Taylor Wealth Management LLC
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TX | 254.6 M |
|
Blacktower Financial Management US LLC
✚
|
FL | 254.4 M |