PATHWAYS WEALTH MANAGEMENT, INC.

1 registered advisor·CRD# 154125
SEC# 801-1307500937-552-9765
01

Firm Overview

AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at PATHWAYS WEALTH MANAGEMENT, INC.

1 registered advisor
Andrea Meisel Clark
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. PATHWAYS WEALTH MANAGEMENT, INC. (CRD# 154125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.