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FINANCIAL PATHWAY LLC

Advisory

FL

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in FL
#2,051
of 2,610 advisers by AUM
Average account
$46K
across 360 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$17M
Discretionary %
0%
Clients
119
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$0
Non-Discretionary AUM$17M
Discretionary %0%
Total Clients119
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BROOKS FINANCIAL ADVISORY GROUP,INC.
$17M
WALDO INVESTMENT ADVISORS, LLC
$17M
MAREDIN CORPORATION
$17M
SILVA FIDUCIARY ADVISORS, INC.
DAYTONA BEACH, FL
$17M
KLEIN WEALTH MANAGEMENT, LLC
SAINT JOHNS, FL
$17M
FINANCIAL PLANNING & MANAGEMENT, LLC
$17M

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