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PATHWISE
1211 Newell Ave
Suite 130
Walnut Creek, California 94596
Tel: 925-939-5607
About PATHWISE
PATHWISE, formally registered with the SEC as PATHWISE. The firm was established in 06/14/2021. They have over 2 offices throughout the country.
PATHWISE is a Walnut Creek, California based Financial Planning firm with nearly $203,550,807 assets under management, offering retirement planning & investment advisory services to 421 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174215 |
| SEC# | 801-121506 |
| Assets Managed by Firm | $203,550,807 |
| No. of Clients | 421 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 421 | $203,550,807 |
| Individuals (other than high net worth individuals) | 58 | $60,671,695 |
| High net worth individuals | 68 | $141,567,286 |
| Pension and profit sharing plans | 2 | $1,311,826 |
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|---|---|---|---|
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