PATHWAY FINANCIAL PLANNING, INC.

PATHWAY FINANCIAL PLANNING, INC. of NEWPORT NEWS, VA is an SEC-registered investment adviser (CRD 173222). Regulatory assets under management: $28.3M.

Registration

• CRD: 173222
• Type: Registered investment adviser
• Location: 780 PILOT HOUSE DRIVE, NEWPORT NEWS, VA, 23606
• Phone: 757-595-4588
• Latest filing: 2026-03-20
• Regulatory AUM: $28.3M
• Non-discretionary AUM: $28.3M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search