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PATHWISE WEALTH PARTNERS, LLC, CRD 174215
WALNUT CREEK, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| AREK D PUZIA | Certified Financial Planner | WALNUT CREEK, CA | 11 | 15 | 1 | no |
| RYAN PATRICK WELLS | n/a | CARLSBAD, CA | WALNUT CREEK, CA | 8 | 23 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| PUZIA, AREK, D | CHIEF INVESTMENT OFFICER | D | yes | 11/2014 | May 14, 2021 | Oct 16, 2024 |
| WELLS, RYAN, PATRICK | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | D | yes | 11/2014 | May 14, 2021 | Oct 16, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Carlsbad | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 25, 2026 | $255M | $253M | 4 | 2 | 1 | n/a | n/a |
| 2024 | Mar 5, 2025 | $204M | $202M | 3 | 2 | 1 | n/a | n/a |
| 2023 | Feb 27, 2024 | $163M | $155M | 3 | 2 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $125M | $118M | 3 | 2 | 0 | n/a | n/a |
| 2021 | Mar 18, 2022 | $138M | $134M | 3 | 2 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $255M | $204M | 25.3% | $125M | 26.7% | 4 | 3 | 1 | 1 |