Key facts
- PATHWISE is a other based in WALNUT CREEK, CA.
- PATHWISE reports $12.3M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 174215- Regulatory AUM
- $12.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- WALNUT CREEK, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PATHWISE WEALTH PARTNERS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PATHWISE are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PATHWISE's AUM?
- PATHWISE manages approximately $12.3M in assets.