RIA Intel›Advisers›California›PATHWAY ADVISORS, LLC

PATHWAY ADVISORS, LLC

Advisory

FALLBROOK, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA

#3,228

of 5,480 advisers by AUM

Average account

$216K

across 289 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$63M

Discretionary AUM$15M

Non-Discretionary AUM$48M

Discretionary %24%

Total Clients113

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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