Pathworks Financial, Inc.
Pathworks Financial, Inc. is an SEC-registered mass-market adviser in Novi, MI with $279.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Pathworks Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138393, SEC 801-120476, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $279.3M (2026-01-22)
- Firm type
- Mass-Market Adviser
- Location
- Novi, MI
- Employees
- 8
- Clients
- 410
- CRD
- 138393
- Ownership
- SMITH, DOUGLAS, SCOTT; SMITH, BRYAN, SCOTT
How much AUM does Pathworks Financial, Inc. have?
Pathworks Financial, Inc. reported $279.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Pathworks Financial, Inc.?
Disclosed owners and executives of Pathworks Financial, Inc. include SMITH, DOUGLAS, SCOTT, SMITH, BRYAN, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.