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PATHLIGHT WEALTH MANAGEMENT
PATHLIGHT WEALTH MANAGEMENT, LLC
CRD 331642
17085 VIA DEL CAMPO, SAN DIEGO, CA, 92127, United States
Phone
858-436-1340
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $8.9M |
| High net worth individuals | 11 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD