PATHWISE WEALTH PARTNERS, LLC
Doing business as PATHWISE. SEC Form ADV profile.
Total regulatory AUM
$255,048,770
Discretionary
$253,269,080
Non-discretionary
$1,779,690
Firm details
- CRD number
- 174215
- SEC file number
- 801-121506
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.PATHWISE.CO
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.