RIA Intel›Advisers›Michigan›PATHWAY FINANCIAL PLANNING, LLC

PATHWAY FINANCIAL PLANNING, LLC

Advisory

MI

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account

$391K

across 96 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$34M

Non-Discretionary AUM$3M

Discretionary %90.8%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

22 clients

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

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Advisers of similar size in MI

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

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HEATH CAPITAL MANAGEMENT, INC.

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FALCONER ASSET MANAGEMENT COMPANY

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