Pathwise Wealth Partners, LLC
● SEC registered since 2021CRD 174215SEC# 801-121506Walnut Creek, CA
Reg. AUM
$255M
Employees
4
Accounts
505
Location
Walnut Creek, CA
Pathwise Wealth Partners, LLC assets under management
Pathwise Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. The firm has been registered since 2021. It reports $255 million in regulatory assets under management and employs 4 people.
Pathwise Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arek D Puzia Control | Chief Investment Officer | 50-75% | 2014 |
| Ryan Patrick Wells Control | Chief Executive Officer And Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Pathwise Wealth Partners, LLC manage?
Pathwise Wealth Partners, LLC reports $255 million in regulatory assets under management on its Form ADV.
How many employees does Pathwise Wealth Partners, LLC have?
Pathwise Wealth Partners, LLC reports 4 employees.
Where is Pathwise Wealth Partners, LLC located?
Pathwise Wealth Partners, LLC is based in Walnut Creek, CA and has been SEC-registered since 2021.
Does Pathwise Wealth Partners, LLC disclose fund performance?
Pathwise Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1211 Newell Ave, Suite 130, Walnut Creek, CA 94596 |
| Phone | 925-939-5607 |
| Fax | (925) 464-1214 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$255Mregulatory AUM
Discretionary $253.3MNon-discretionary $1.8M