Pathway Wealth Management, LLC
Pathway Wealth Management, LLC is an SEC-registered wealth manager with $116.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pathway Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283774, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $116.0M (2026-05-07)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 25
- CRD
- 283774
- Ownership
- Allen, Roger, John
How much AUM does Pathway Wealth Management, LLC have?
Pathway Wealth Management, LLC reported $116.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Pathway Wealth Management, LLC?
Disclosed owners and executives of Pathway Wealth Management, LLC include Allen, Roger, John. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.