A complete list of active advisors currently associated with Pathway Wealth Management, LLC

Warmer can help you find a great advisor at Pathway Wealth Management, LLC or one who fits your needs even better.

Pathway Wealth Management provides discretionary investment advisory services to high net worth individuals and family entities, including trusts, family limited partnerships and retirement accounts. As of December 2025 the firm reports approximately $116 million in discretionary assets under management and recently transitioned from state to SEC registration. The firm primarily uses active equity management, combining fundamental and technical analysis (including charting) to construct tax-aware portfolios that are generally composed of ten to twenty long positions and implemented through long-term and occasional short-term trades. Pathway does not employ margin or options strategies and allows clients to impose account-specific restrictions while retaining discretionary trading authority. Pathway operates with a small, tightly staffed advisory team that centralizes investment, administrative, compliance and trading responsibilities and conducts daily portfolio reviews when markets are open, a structure that differs from larger multi-advisor firms. The firm maintains a custodial relationship that provides access to brokerage research and technology, does not vote client proxies (clients retain that responsibility), and follows written policies to manage potential conflicts and personal trading.

To learn more about the advisors currently working at Pathway Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.