| Name | Title | Ownership | Since |
|---|---|---|---|
| Dustin Blake Beam Control | President | Over 75% | 2022 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2024 |
Pathways Wealth Management, Inc. reports $133.3 million in regulatory assets under management on its Form ADV.
Pathways Wealth Management, Inc. reports 5 employees.
Pathways Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 937-552-9765 |
| Fax | 937-716-2465 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $65.6M |
| Non-discretionary | $67.7M |
| Total (RAUM) | $133.3M |