This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
About Pathways Wealth Management, Inc.
Pathways Wealth Management, Inc. is an Ohio-based RIA providing comprehensive financial planning, including retirement, education, investment, and life insurance planning. Its investment approach emphasizes goal-based asset allocation and risk management, with portfolios commonly implemented using ETFs and mutual funds (ETF-heavy). Custody includes Fidelity/NFS and Trade-PMR, and President Dustin “Dusty” Beam publishes client-facing market and planning insights.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DUSTIN BLAKE BEAM
Financial Advisor, General Partner, President
- CRD
- #4252465
- Ownership
- 75% or more
Sonia Ann Goforth
Chief Compliance Officer
- CRD
- #2544170
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Caden Blake Beam
--
- CRD
- #7947643
ANDREA MEISEL CLARK
Vice President
- CRD
- #2294096
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,390,095 | $405,717 |
| Non-Discretionary | $60,629,773 | $156,666 |
| Total | $287,019,868 | $303,725 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing