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Ryan Patrick Wells

Chief Executive Officer And Chief Compliance OfficerPathwise Wealth Partners, LLCCRD 4568402

About Ryan Patrick Wells

Ryan Patrick Wells is listed as Chief Executive Officer And Chief Compliance 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 Ryan Patrick Wells work?

Ryan Patrick Wells is listed as Chief Executive Officer And Chief Compliance Officer at Pathwise Wealth Partners, LLC on SEC Form ADV.

How much of Pathwise Wealth Partners, LLC does Ryan Patrick Wells own?

Form ADV reports a beneficial ownership band of 50-75%.

Pathwise Wealth Partners, LLC

TitleChief Executive Officer And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2014