Pathwise

Pathwise (CRD# 174215) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $162,531,196 in 475 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1211 Newell Ave, Suite 130, Walnut Creek, CA 94596

http://www.pathwise.co

By the Numbers

Total Assets Under Management

163

MILLION
Total Number of Accounts

475

ACCOUNTS
Average Account Value

$342,171

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pathwise

Showing 1 - 2 of 2 top financial advisors.

Arek D. Puzia

CRD#: 5706618

1211 Newell Ave, Suite 130, Walnut Creek, CA 94596

Arek Puzia (CRD# 5706618) is an Investment Advisor Representative working at Pathwise in Walnut Creek, CA and has over 12 years of experience in the finance industry.

Ryan P. Wells

CRD#: 4568402

1211 Newell Ave, Suite 130, Walnut Creek, CA 94596

Ryan Wells (CRD# 4568402) is an Investment Advisor Representative working at Pathwise in Walnut Creek, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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