|
⚲
|
| Pathwise Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 174215 |
| SEC # | 801-121506 |
| CIK # | |
| AUM | $162.5 MM (2024-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 925-939-5607 |
| Address | 1211 Newell Ave Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 47.4 |
| (b) Individuals (high net worth individuals) | 77 | 110.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 162.5 |
| By Discretionary | ||
| Discretionary | 406 | 155.5 |
| Non-Discretionary | 69 | 7.1 |
| Total | 475 | 162.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 158.0 | |
| Total | 475 | 162.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IBN Financial Services Inc
✚
|
NY | 0.2 |
|
Capital Developers LLC
✚
|
NC | 0.2 |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
McGinn Penninger Investment Managment Inc
✚
|
VA | 0.2 |
|
Kelley Investments LLC
✚
|
CA | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
IKE Capital LLC
✚
|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
Strategic Financial Management LLC
✚
|
NJ | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |