← Back to searchVisit website
PATHWISE
PATHWISE WEALTH PARTNERS, LLC
CRD 174215 · SEC 801-121506
1211 NEWELL AVE, SUITE 130, WALNUT CREEK, CA, 94596, United States
Phone
925-939-5607
Fax
(925) 464-1214
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.0M
Discretionary AUM
$253.3M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $76.0M |
| High net worth individuals | 77 | $177.3M |
| Pension/profit sharing plans | 1 | $1.8M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD