# Pathways Wealth Management

Pathways Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154125
- **SEC file number:** 801-130750
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154125

## About

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.

## 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.

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- [Clear View Wealth Advisors](https://altss.com/profile/clear-view-wealth-advisors-llc)
- [AUXARC ASSET MANAGEMENT COMPANY](https://altss.com/profile/auxarc-asset-management-company)

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

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