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PATHWAYS WEALTH MANAGEMENT, INC.

UUIDefa63719-1ac9-5a3c-bcbd-725c468d1310
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 154125 154125 1.0
sec_file_number 801-130750 801-130750

Profile

WebsiteHTTP://WWW.PATHWAYSWM.COM
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)133,311,983.0
  • RAUM (discretionary)65,614,869.0
  • Actionable assets67,280,042.0
  • Accounts683.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM6,795,234.0
  • Charitable AUM0.0
  • HNW AUM59,946,723.0

As of 2025-06-20 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.