LP Profile

PathWise

Also known as pathwise

Wealth ManagerWalnut Creek, United StatesFounded 2014
Walnut Creek
Headquarters
Investment Focus

About PathWise

PathWise is a wealth manager based in Walnut Creek, US. Founded in 2014.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to PathWise from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$255.0M
Total Clients
505
Filing Date
February 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to PathWise across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is PathWise?

PathWise is a wealth manager based in Walnut Creek, United States.

Where is PathWise headquartered?

PathWise is headquartered in Walnut Creek, United States.

When was PathWise founded?

PathWise was founded in 2014.

How can I contact PathWise?

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