Pathwise

Pathwise (CRD# 174215) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $33,500,000 in 276 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $121,377
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
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, TX

Financial Advisors at Pathwise
Showing 1 - 2 of 2 top financial advisors.
1
Ryan P. Wells
CRD#: 4568402
2255 Contra Costa Blvd., Suite 207, Pleasant Hill, CA 94523
93
Wealthminder
score

Ryan Wells (CRD# 4568402) is an Investment Advisor Representative working at Pathwise in Pleasant Hill, CA and has over 14 years of experience in the finance industry.

2
Arek D. Puzia
CRD#: 5706618
2255 Contra Costa Blvd., Suite 207, Pleasant Hill, CA 94523
90
Wealthminder
score

Arek Puzia (CRD# 5706618) is an Investment Advisor Representative working at Pathwise in Pleasant Hill, CA and has over 5 years of experience in the finance industry.

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