RIA Intel›Advisers›Michigan›PATHWORKS FINANCIAL, INC.

PATHWORKS FINANCIAL, INC.

Advisory

N·NOVI, MI

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM
$237M
1-Year AUM Growth
+64.0%
3-Year CAGR
+17.1%
Employees
5
Assets Under Management
Total AUM$237M
Discretionary AUM$128M
Non-Discretionary AUM$109M
Discretionary %53.9%
Total Clients555
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingFeb 8, 2021
Latest FilingJan 2, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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