Pathways Wealth Management, Inc.
Pathways Wealth Management, Inc. is an SEC-registered mass-market adviser with $287.0M assets under management (AUM, regulatory AUM), +115% over one year. See who owns Pathways Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154125, SEC 801-130750, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $287.0M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 508
- CRD
- 154125
- Ownership
- CLARK, ANDREA, MEISEL; CLARK, RUSSELL, LAMAR; BEAM, DUSTIN, BLAKE; GOFORTH, SONIA, ANN
How much AUM does Pathways Wealth Management, Inc. have?
Pathways Wealth Management, Inc. reported $287.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Pathways Wealth Management, Inc.?
Disclosed owners and executives of Pathways Wealth Management, Inc. include CLARK, ANDREA, MEISEL, CLARK, RUSSELL, LAMAR, BEAM, DUSTIN, BLAKE, GOFORTH, SONIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.