Arek D Puzia is listed as Chief Investment Officer at Pathwise Wealth Partners, LLC in Walnut Creek, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Pathwise Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Arek D Puzia work?
Arek D Puzia is listed as Chief Investment Officer at Pathwise Wealth Partners, LLC on SEC Form ADV.
How much of Pathwise Wealth Partners, LLC does Arek D Puzia own?
Form ADV reports a beneficial ownership band of 50-75%.