Updated:
Pathways Wealth Management
PATHWAYS WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser since 2024. The firm manages $287 million in assets, $226 million on a discretionary...
Pathways Wealth Management
PATHWAYS WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser since 2024. The firm manages $287 million in assets, $226 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What does it mean that the firm is a Registered Investment Advisor (RIA)?
As an RIA, Pathways Wealth Management is registered with either the SEC or state securities regulators and operates under a fiduciary duty. This legal standard requires the firm to act in its clients' best interests, disclosing all material conflicts of interest. The RIA model contrasts with broker-dealers, who operate under a less stringent suitability standard.
Is there a minimum account size to work with the firm?
Many RIAs set minimum investable asset thresholds that reflect their service model and client focus. These minimums can range from under $100,000 to several million dollars depending on the firm. Pathways Wealth Management's specific client qualification requirements are not publicly available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: