Pathways Wealth Management, Inc.

RIASEC Registered

Total AUM

$287M

Discretionary

$226M

79% of AUM

Avg account

$304K

Accounts

945

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 154125
Registered since: July 25, 2024
Website: www.pathwayswm.com
Custodians: 245 SUMMER STREET
Fee structure: Percentage of AUM
Client types: HNWI61.37%
Individuals34.06%
Pension & Profit Sharing Plans2.92%
Corporations / Businesses1.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Pathways Wealth Management, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting. The firm does not identify itself as an active ESG investor in its filings.