RIA Intel›Advisers›South Dakota›PATHWAY INVESTMENTS, LLC

PATHWAY INVESTMENTS, LLC

Advisory

Data as of Apr 9, 2026 · Source: SEC Form ADV

Average account

$91K

across 68 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$5M

Non-Discretionary AUM$857K

Discretionary %86.2%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSD, WI

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

50 clients

18 high-net-worth

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

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Advisers of similar size in SD

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

DAKOTA REGION ADVISORS, LLC

SIOUX FALLS, SD

$5M

WEALTHIER WAY, LLC

$3M

CASTELLUM CAPITAL MANAGEMENT LLC

$3M

PARVIN FUND MANAGEMENT, LLC

SIOUX FALLS, SD

$10M

+23.3% 1Y

ADRIONIC TECHNOLOGIES, LLC

$15M

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