P
$135.3M Total AUM
$127.7M Disc. AUM
-- 3Y CAGR
4 Employees
309 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-2026
- Office Locations
- 1
Office Locations
120 S Santa FE Salina KS
About Pathway Financial Solutions, Inc.
Pathway Financial Solutions, Inc. is a Salina-based RIA. The firm has been operating for 0 years. Managing $135.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$33.8M AVG AUM / ADVISOR
$437.8K AVG AUM / CLIENT
0.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHAN DALE WEBB
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2306209
- Ownership
- 50% but less than 75%
Available
Available
Available
JORDAN DALE WEBB
Owner
- CRD
- #6224173
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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G
Gracyn Viola Dorzweiler
--
- CRD
- #8305123
Available
Available
Available
L
LaRae Ann Duff
--
- CRD
- #6993593
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,720,058 | -- |
| Non-Discretionary | $7,567,731 | -- |
| Total | $135,287,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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