# PATHWORKS FINANCIAL, INC.

PATHWORKS FINANCIAL, INC. of NOVI, MI is an SEC-registered investment adviser.

## Registration

- CRD: 138393
- Type: SEC-registered investment adviser
- SEC file number: 801-120476
- Location: 43155 MAIN STREET, SUITE 212, NOVI, MI, 48375
- Phone: 248-946-4515
- Latest filing: 2026-01-22
- Regulatory AUM: $279.3M
- Discretionary AUM: $187.6M
- Non-discretionary AUM: $91.6M
- Clients: 8
- Accounts: 1,034

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Scott Smith | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Bryan Scott Smith | VICE PRESIDENT | — |
| SMITH MICHAEL SCOTT | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 913-434-2030 |
| — | — | 1 | 913-434-2030 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138393/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138393/similar
- Related entities: https://search.stillhousedata.com/firm/138393/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138393

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.