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PATHWAYS WEALTH MANAGEMENT, INC.
CRD 154125 · SEC 801-130750
CA, United States
Phone
937-552-9765
Fax
937-716-2465
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.0M
Discretionary AUM
$226.4M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 410 | $97.7M |
| High net worth individuals | 74 | $176.2M |
| Pension/profit sharing plans | 4 | $8.4M |
| Corporations/business entities | 20 | $4.7M |
States served
CA, IN, KY, OH, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD