PATHLIGHT WEALTH MANAGEMENT

PATHLIGHT WEALTH MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 331642). Regulatory assets under management: $23.8M.

Registration

• CRD: 331642
• Type: Registered investment adviser
• Location: 17085 VIA DEL CAMPO, SAN DIEGO, CA, 92127
• Phone: 858-436-1340
• Latest filing: 2026-03-12
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.8M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search