PATHWISE

Overview

Pathwise operates as an independent Registered Investment Adviser organized as a limited liability company. The firm combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers—with an allocation role: it functions as a capital allocator for client portfolios. Pathwise favors pooled public vehicles for core exposure, using mutual funds and similar products as the primary building blocks of client portfolios, while selectively accessing third‑party alternative managers for diversification and return enhancement. The firm charges a mix of percentage‑of‑AUM and fixed fees and serves both individual and family clients as well as institutional accounts. Pathwise is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices