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Building 2PATHWAYS WEALTH MANAGEMENT, INC.

Map pin
Phone937-552-9765
NotebookSEC #801-130750
Total AUM
$287M
Employees
5
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
937-552-9765

ReceiptFinancials

Total AUM
$287M
Accounts
945
Discretionary
$226.4M
Accounts
558
Non-Discretionary
$60.6M
Accounts
387

ContactClients

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Individual Clients
410
AUM
$97.7M
HNW Individual Clients
74
AUM
$176.2M
Pension/Profit Sharing Plan Clients
4
AUM
$8.4M
Corporation or Business Clients
20
AUM
$4.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYOHTXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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