Pathways Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 24, 2026, reports $287M in regulatory assets under management, 5 employees, and 945 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
410
2
HNWI
14.6%
74
3
Corporations
3.9%
20
4
Pension Plans
0.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of March 24, 2026
Discretionary78.9%
$226M
79% of total RAUM78.9%
Non-discretionary21.1%
$61M
21% of total RAUM21.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$287M
Total Accounts945
10Y AUM Change+$162M (+130.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee102:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.