P
CRD: 331642
Pathlight Wealth Management
SAN Diego, CA, 92127
8584361340
$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2024
- Office Locations
- 1
Office Locations
17085 VIA DEL Campo SAN Diego CA
About Pathlight Wealth Management
Pathlight Wealth Management is a SAN Diego-based RIA. The firm has been operating for 1 years. Managing $23.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Voya Financial. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$345.6K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector meridian Summit frontier Harbor Horizon Foundation alpha
CRM
Eagle vital
Investment Themes
Ember Catalyst vector
Investment Vehicles
Optima value
Services
Value Insight momentum Crest Pioneer Vertex ember Focus Oak zenith
Owner & Executives
ROBERT V SHABKIE
Chief Compliance Officer, Owner
- CRD
- #5383370
- Ownership
- 75% or more
(208) 879-4644
prime.ridge@eaglecapital.com
in linkedin.com/in/horizon-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,848,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,848,865 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,848,865
Equity - Exchange:
25.5% Public Funds:
32.2% Cash:
27.9% Equity - OTC:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,579,436,744 | 25.5% |
| Public Funds | $1,994,426,006 | 32.2% |
| Cash | $1,728,089,614 | 27.9% |
| Equity - OTC | $891,917,219 | 14.4% |
| Total | $6,193,869,583 | 100.0% |