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Pathwise

Pathwise. CRD 174215

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CRD: 174215

Pathwise

Walnut Creek, CA, 94596
9259395607
pathwise.co
$255.0M Total AUM
$253.3M Disc. AUM
-- 3Y CAGR
4 Employees
142 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · Merrill Lynch
Clients
Retail and Institutional
Platforms
AlphaVital
Established Date
02-19-2015
Office Locations
2

Office Locations

1211 Newell AVE Suite 130 Walnut Creek CA
2888 Loker AVE E Suite 110 Carlsbad CA

About Pathwise

PATHWISE is a California-based wealth management firm focused on personalized, goal-driven financial planning for families and business owners/entrepreneurs. The team emphasizes collaborative advice, tax-aware strategies, and disciplined portfolio construction/asset allocation, using a mix of public funds and ETFs alongside select private investments and fixed income where appropriate. Primary custody includes Charles Schwab.

Team overview

-- AVG AGE
$127.5M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
11.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Accredited Investors

Ridge

Asset Classes

Ember Zenith Bridge Delta Element optima Eagle fusion

Client Personas

Vertex Capital

Custodian

Capital north Alpha matrix Timber Pioneer Matrix vertex

Investment Themes

Harbor wave Summit Timber

Investment Vehicles

Crest

Platform

Summit horizon

Services

Vital Horizon capital Vital legacy Crest legacy Pathway meridian Vital Vital unison Momentum vital Insight Atlas Legacy

Technology

Element delta Insight

Owner & Executives

A

AREK D PUZIA MR.

Chief Investment Officer

CRD
#5706618
Ownership
50% but less than 75%
(481) 901-8545
ridge.ridge@legacycapital.com
in linkedin.com/in/timber-signal
RYAN PATRICK WELLS

RYAN PATRICK WELLS

Chief Compliance Officer, Chief Executive Officer

CRD
#4568402
Ownership
50% but less than 75%
(714) 654-4242
atlas.momentum@ridgecapital.com
in linkedin.com/in/delta-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2022
09-06-2023
10-16-2024
03-05-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $253,269,080 $502,518
Non-Discretionary $1,779,690 $1,779,690
Total $255,048,770 $505,047

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Separately Managed Accounts

Total SMA Asset: $255,048,770

$255.0M Total SMA
Public Funds:
14.5%
Equity - Exchange:
18.2%
Private Funds:
20.2%
Cash:
23.2%
U.S. Government/Agency:
5.3%
Municipal Bonds:
18.6%
Asset class Assets Assets %
Public Funds $1,058,845,695 14.5%
Equity - Exchange $1,329,033,907 18.2%
Private Funds $1,475,081,589 20.2%
Cash $1,694,153,113 23.2%
U.S. Government/Agency $387,026,358 5.3%
Municipal Bonds $1,358,243,444 18.6%
Total $7,302,384,106 100.0%

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