PATHWISE WEALTH PARTNERS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 174215). Regulatory assets under management: $255.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ryan Patrick Wells | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Arek D Puzia | CHIEF INVESTMENT OFFICER | — |
| WELLS JAMES PATRICK | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| PUZIA AREK D | CHIEF INVESTMENT OFFICER | — |