$82.5M Total AUM
$82.5M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
1 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 07-08-2025
- Office Locations
- 1
Office Locations
-- Edwards CO
About Pathway Financial Advisory, LLC
Pathway Financial Advisory, LLC is a Edwards-based RIA. The firm has been operating for 1 years. Managing $82.5M in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Legacy Planning.
Team overview
-- AVG AGE
$82.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Vital signal
Investment Themes
Timber
Services
Ember Value Bridge legacy Ridge Timber capital Element catalyst
Technology
Foundation optima
Owner & Executives
R
Robert Pierangeli
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #6754375
- Ownership
- 75% or more
(591) 497-4486
timber.zenith@wavecapital.com
in linkedin.com/in/oak-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,492,040 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,492,040 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,492,040
Public Funds:
19.5% U.S. Government/Agency:
35.3% Corporate - Investment Grade:
11.3% Private Funds:
15.7% Cash:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,102,719,623 | 19.5% |
| U.S. Government/Agency | $1,996,205,267 | 35.3% |
| Corporate - Investment Grade | $639,011,884 | 11.3% |
| Private Funds | $887,830,671 | 15.7% |
| Cash | $1,029,204,983 | 18.2% |
| Total | $5,654,972,428 | 100.0% |