# Pathway Financial Planning, Inc.

Pathway Financial Planning, Inc. is a RIA based in Newport News.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport News
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/pathwayplanners

## Regulatory record

- **CRD number:** 173222
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173222

## About

PATHWAY FINANCIAL PLANNING, INC. is a state-registered investment adviser in NEWPORT NEWS, VA. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Pathway Financial Planning, Inc.?

No named investment decision-makers are publicly associated with Pathway Financial Planning, Inc. The firm has not disclosed its leadership team in any verifiable source.

### How does Pathway Financial Planning, Inc. source proprietary deal flow?

No information is available about the firm's deal-sourcing process. It does not appear to participate in public transactions or maintain a known deal-flow network.

### Does Pathway Financial Planning, Inc. participate in fund commitments or only direct deals?

There is no public record of the firm making fund commitments or direct investments. Its investment activity, if any, is not disclosed.

### What investment stages does Pathway Financial Planning, Inc. typically target?

No investment stage preferences have been publicly communicated by the firm. Without AUM or strategy disclosures, its typical targets cannot be determined.

### Which sectors does Pathway Financial Planning, Inc. explicitly avoid?

The firm has not published any sector avoidance guidelines. No public information exists about its investment universe or restrictions.

## Related profiles

- [PAKHA INVESTMENT ADVISORY](https://altss.com/profile/pakha-investment-advisory)
- [Centerview Wealth Advisors](https://altss.com/profile/centerview-wealth-advisors-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pathway-financial-planning-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology