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- Custodian
- Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2020
- Office Locations
- 2
Office Locations
About Pathway Advisors, LLC
Pathway Advisors, LLC is a California RIA providing relationship-driven financial planning and investment management for individuals and families, with emphasis on retirement goals, family priorities, and risk-aware decision making. Portfolios are built primarily with public funds, municipal bonds, and ETFs, and the firm custodians with Charles Schwab; operations leverage the Advyzon platform.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL IAN DUNLAP
Chief Compliance Officer, Managing Member, VICE PRESIDENT
- CRD
- #5368000
- Ownership
- 50% but less than 75%
JEFFREY RANDALL WIYNINGER
Financial Advisor, General Partner, Managing Member, President
- CRD
- #5458979
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
VIRGINIA JEAN LEON
Service Manager
- CRD
- #5473857
CHAD C WAUSCHEK
General Partner
- CRD
- #5182847
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,977,460 | -- |
| Non-Discretionary | $47,557,525 | -- |
| Total | $62,534,985 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,534,985
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,571,687,229 | 30.9% |
| Other | $607,550,705 | 7.3% |
| Equity - Exchange | $2,022,394,811 | 24.3% |
| Cash | $1,298,327,533 | 15.6% |
| Equity - OTC | $1,822,652,113 | 21.9% |
| Total | $8,322,612,391 | 100.0% |