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Pathwise Wealth Partners, LLC

● SEC registered since 2021CRD 174215SEC# 801-121506Walnut Creek, CA
Export (members)
Reg. AUM
$203.6M
Employees
3
Accounts
421
Location
Walnut Creek, CA

Pathwise Wealth Partners, LLC assets under management

Pathwise Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. The firm has been registered since 2021. It reports $203.6 million in regulatory assets under management and employs 3 people.
www.pathwise.coView on SEC.gov ↗

Pathwise Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Arek D Puzia ControlChief Investment Officer50-75%2014
Ryan Patrick Wells ControlChief Executive Officer And Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Pathwise Wealth Partners, LLC manage?

Pathwise Wealth Partners, LLC reports $203.6 million in regulatory assets under management on its Form ADV.

How many employees does Pathwise Wealth Partners, LLC have?

Pathwise Wealth Partners, LLC reports 3 employees.

Where is Pathwise Wealth Partners, LLC located?

Pathwise Wealth Partners, LLC is based in Walnut Creek, CA and has been SEC-registered since 2021.

Does Pathwise Wealth Partners, LLC disclose fund performance?

Pathwise Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1211 Newell Ave, Suite 130, Walnut Creek, CA 94596
Phone925-939-5607
Fax(925) 464-1214
Office hours9:00 a.m. - 6:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.2M
Non-discretionary$1.3M
Total (RAUM)$203.6M