Wealth Manager
    SEC Registered
    Manages Private Funds

    Pathway Financial Advisors, LLC

    Registered investment advisor · South Burlington, Vermont · CRD #124801

    Assets Under Management
    $1.6B
    Client Accounts
    1,147
    Employees
    11
    CRD Number
    124801
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pathway Financial Advisors, LLC

    Pathway Financial Advisors, LLC is an independent, fee-only financial planning and investment management firm serving high-net-worth clients across the United States, offering transparent, fiduciary-driven services without commissions. Founded in 2000, it focuses on comprehensive financial planning and investment management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Pathway Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Pathway Financial Advisors, LLC's AUM?

    Pathway Financial Advisors, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pathway Financial Advisors, LLC headquartered?

    Pathway Financial Advisors, LLC is headquartered in South Burlington, Vermont.

    What is Pathway Financial Advisors, LLC's CRD number?

    Pathway Financial Advisors, LLC's CRD number is 124801. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pathway Financial Advisors, LLC manage?

    Pathway Financial Advisors, LLC manages approximately 1,147 client accounts according to its latest SEC filing.

    Is Pathway Financial Advisors, LLC SEC registered?

    Yes, Pathway Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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