Pathwise
Pathwise is an SEC-registered wealth manager in Walnut Creek, CA with $255.0M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Pathwise: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174215, SEC 801-121506, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $255.0M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 4
- Clients
- 142
- CRD
- 174215
- Ownership
- WELLS, RYAN, PATRICK; PUZIA, AREK, D
How much AUM does Pathwise have?
Pathwise reported $255.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Pathwise?
Disclosed owners and executives of Pathwise include WELLS, RYAN, PATRICK, PUZIA, AREK, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.