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Arek D Puzia

PATHWISE WEALTH PARTNERS, LLC·WALNUT CREEK, California
Unclaimed Profile
1211 NEWELL AVE, WALNUT CREEK, CA 94596CRD# 5706618Firm CRD# 174215
01

About

Arek D Puzia is a registered financial advisor based in WALNUT CREEK, California, affiliated with PATHWISE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWISE WEALTH PARTNERS, LLC
PATHWISE
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PATHWISE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5706618
Firm CRD# 174215
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Arek D Puzia offer?
Arek D Puzia specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Arek D Puzia's credentials?
Arek D Puzia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arek D Puzia located?
Arek D Puzia is based in WALNUT CREEK, California, working with PATHWISE WEALTH PARTNERS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Arek D Puzia charge for services?
Arek D Puzia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWISE WEALTH PARTNERS, LLC?
PATHWISE WEALTH PARTNERS, LLC has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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