RIA Intel›Advisers›Virginia›PATHWAY FINANCIAL PLANNING, INC.

PATHWAY FINANCIAL PLANNING, INC.

Advisory

NEWPORT NEWS, VA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$236K

across 120 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients120

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX, VA

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

120 clients

4 high-net-worth

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

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