Pathways Wealth Management, Inc.

Pathways Wealth Management, Inc. (CRD# 154125) is a financial advisory firm headquartered in , . They manage $37,239,206 in 300 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $124,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OH, TX

Financial Advisors at Pathways Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrea M. Clark
CRD#: 2294096
1270 Macintosh Ct., Troy, OH 45373
93
Wealthminder
score

Andrea Clark (CRD# 2294096) is an Investment Advisor Representative working at Pathways Wealth Management, Inc. in Troy, OH and has over 22 years of experience in the finance industry.

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