PATHWAY WEALTH MANAGEMENT, LLC

Overview

Pathway Wealth Management, LLC is a small, fee-based wealth advisory firm that focuses on portfolio management for individuals and small businesses. The firm is owned by an individual and uses a percentage-of-assets fee model. It registered with the SEC in 2026 and is classified as an unclassified adviser; it is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. Pathway does not self-identify as an active ESG investor. Its stated advisory activity centers on discretionary portfolio management for private clients rather than institutional mandates. Client type is primarily individual and family households, and the firm is not listed as a newly formed adviser despite the recent SEC registration year.

Assets & Accounts

Public Holdings

Location & Offices