RIA Intel›Advisers›PATHWAYS WEALTH MANAGEMENT, INC.

PATHWAYS WEALTH MANAGEMENT, INC.

Advisory

N·

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

Total AUM
$287M
1-Year AUM Growth
+6.8%
3-Year CAGR
+11.4%
Employees
3
Assets Under Management
Total AUM$287M
Discretionary AUM$226M
Non-Discretionary AUM$61M
Discretionary %78.9%
Total Clients683
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record15
First FilingMay 27, 2010
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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