# PATHWAYS WEALTH MANAGEMENT, INC.

PATHWAYS WEALTH MANAGEMENT, INC. of BEAVERCREEK, OH is an SEC-registered investment adviser.

## Registration

- CRD: 154125
- Type: SEC-registered investment adviser
- SEC file number: 801-130750
- Location: 70 BIRCH ALLEY, SUITE 240, BEAVERCREEK, OH, 45440
- Phone: 937-552-9765
- Latest filing: 2026-03-24
- Regulatory AUM: $287.0M
- Discretionary AUM: $226.4M
- Non-discretionary AUM: $60.6M
- Clients: 5
- Accounts: 945

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Sonia Ann Goforth | CHIEF COMPLIANCE OFFICER | — |
| Dustin Blake Beam | PRESIDENT | — |
| CLARK ANDREA MEISEL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| CLARK RUSSELL LAMAR | MANAGING MEMBER | — |
| GOFORTH SONIA ANN | CHIEF COMPLIANCE OFFICER | — |
| BEAM DUSTIN BLAKE | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154125/similar
- Related entities: https://search.stillhousedata.com/firm/154125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154125

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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.