PATHLIGHT WEALTH MANAGEMENT

Overview

Pathlight Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Its advisory practice centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. The firm charges clients on a percentage-of-AUM basis and through fixed fees and also operates alongside insurance brokerage and law firm activities, which can broaden the planning and risk-management services available to clients. Investment positioning is equity-tilted: the firm reports a clear preference for exchange-traded equities as the primary vehicle for implementing client strategies. Pathlight is not an active ESG investor and is not structured as a multi-state adviser. Given the mix of services and the use of separate managed accounts reported in filings, the firm appears to favor customizable portfolio solutions that can be tailored to individual client tax, income and concentration-management needs.

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Location & Offices