PATHWISE
SEC RegisteredFinancial Guidance For Your Unique Journey Through Life
About the firm
Pathwise is a financial advisory firm that takes a client-centered, individualized approach to financial planning. The firm combines in-house expertise with evidence-based advice to help clients maximize their total balance sheet. They emphasize tax-conscious planning, radically transparent fee structures, and building long-term partnerships with clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, income tax planning, investment management, and small business advisory services, acting as a personal CFO to bridge the gap between clients' goals and their finances.
Who they serve
Individuals, families, and small business owners seeking personalized financial planning and advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $76M |
| High Net Worth Individuals | 77 | $177M |
| Charitable Organizations | 1 | $1.8M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PATHWISE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.