PATHWAY ADVISORS, LLC

PATHWAY ADVISORS, LLC of FALLBROOK, CA is an SEC-registered investment adviser (CRD 306117). Regulatory assets under management: $62.5M.

Registration

• CRD: 306117
• Type: Registered investment adviser
• Location: 1595 SOUTH MISSION ROAD, FALLBROOK, CA, 92028
• Phone: 760-466-2003
• Latest filing: 2026-03-25
• Regulatory AUM: $62.5M
• Discretionary AUM: $15.0M
• Non-discretionary AUM: $47.6M
• Clients: 4
• Accounts: 289

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search