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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2024
- Office Locations
- 1
Office Locations
About WAY Street Financial, LLC
Pathstone is an independent wealth advisory and multifamily office partner for complex, multigenerational families, family offices, and institutions (foundations/endowments, pensions, nonprofits). The firm delivers integrated planning, tax, trust/estate and philanthropic advisory alongside investment strategy and portfolio management, including OCIO/strategic consulting. Its open-architecture platform leverages a global manager network backed by a 40+ person investment research team and a single investment committee.
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Owner & Executives
ANGEL Richelle WAY
Chief Compliance Officer
- CRD
- #6262105
- Ownership
- 75% or more
Jeffrey Vujevich
Chief Financial Officer, President
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,734,584 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,734,584 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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