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| Keyboard |
| Pathworks Financial Inc
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|---|---|
| CRD # | 138393 |
| SEC # | 801-120476 |
| CIK # | |
| AUM | 279.3 M (2026-01-22) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 248-946-4515 |
| Address | 43155 Main Street Novi, MI 48375 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 86.3 |
| (b) Individuals (high net worth individuals) | 48 | 186.9 |
| (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 | 0 | 2.1 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,034 | 279.3 |
| By Discretionary | ||
| Discretionary | 823 | 187.6 |
| Non-Discretionary | 211 | 91.6 |
| Total | 1,034 | 279.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.3 | |
| Total | 1,034 | 279.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Timberchase Financial LLC
✚
|
AL | 280.2 M |
|
Paladin Advisory Group LLC
✚
|
IA | 279.8 M |
|
Members Wealth LLC
✚
|
PA | 279.6 M |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 279.5 M |
|
Wells Financial Advisors Inc
✚
|
MA | 279.3 M |
|
DWM Financial Group Inc
✚
|
IL | 279.2 M |
|
Holistic Wealth Advisors
✚
|
NY | 278.7 M |
|
Wealth Advisors Group LLC
✚
|
IA | 278.5 M |
|
International Money Matters Private Limited
✚
|
278.3 M | |
|
Citadel Investment Advisory Inc
✚
|
278.3 M |