PATHWAYS WEALTH MANAGEMENT, INC.
  • PATHWAYS WEALTH MANAGEMENT, INC.
  • MONTGOMERY DESIGNS, LLC
  • SOUTHWEST OHIO INVESTMENT ADVISORY, LLC
  • PATHWAYS WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 07/27/2024
Registration status Registration Changed to PATHWAYS WEALTH MANAGEMENT, INC.
Contact Info 937 xxxxxxx
Websites
AUM* 124,815,112 4%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 200,024 -5%
% High Net Worth 3.68%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees