Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc. is an SEC-registered wealth manager in Fresno, CA with $388.5M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Pathways Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143817, SEC 801-67921, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $388.5M (2026-04-22)
- Firm type
- Wealth Manager
- Location
- Fresno, CA
- Employees
- 10
- Clients
- 186
- CRD
- 143817
- Ownership
- WILLIAMSON, DAVID, LEE; SMITH, DUSTIN, JOSEPH; KARST, JEFFREY, SCOTT; Swanson, Nicole, Leanne
How much AUM does Pathways Advisory Group, Inc. have?
Pathways Advisory Group, Inc. reported $388.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Pathways Advisory Group, Inc.?
Disclosed owners and executives of Pathways Advisory Group, Inc. include WILLIAMSON, DAVID, LEE, SMITH, DUSTIN, JOSEPH, KARST, JEFFREY, SCOTT, Swanson, Nicole, Leanne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.