PATHWISE WEALTH PARTNERS, LLC

PATHWISE
WALNUT CREEK, California·2 registered advisors·CRD# 174215
SEC# 801-1215061925-939-5607
01

Firm Overview

AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PATHWISE WEALTH PARTNERS, LLC

2 registered advisors
Arek D Puzia
WALNUT CREEK, California
Ryan Patrick Wells
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
2 advisors

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Data sourced from SEC Form ADV filings. PATHWISE WEALTH PARTNERS, LLC (CRD# 174215) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.