PATHWORKS FINANCIAL, INC.
CRD #138393 SEC #801-120476 NOVI, MI 248-946-4515
SEC Registered
Total AUM
$236.9M
Discretionary
$127.6M
Employees
7
Clients
10
Accounts
1,086
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $236.9M | $127.6M | $109.3M | 7 | 0 |
| Mar 2025 | $236.9M | $127.6M | $109.3M | 7 | 0 |
| Jan 2025 | $236.9M | $127.6M | $109.3M | 7 | 0 |
| Jan 2025 | $236.9M | $127.6M | $109.3M | 7 | 0 |
| Dec 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Sep 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Sep 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Jul 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Jul 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Feb 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Jan 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Jan 2024 | $144.4M | $122.4M | $22.1M | 6 | 0 |
| Sep 2023 | $155.9M | $108M | $48M | 8 | 0 |
| Mar 2023 | $155.9M | $108M | $48M | 8 | 0 |
| Feb 2023 | $155.9M | $108M | $48M | 8 | 0 |
| Jan 2023 | $145.5M | $120.6M | $24.8M | 6 | 5 |
| Jan 2023 | $145.5M | $120.6M | $24.8M | 6 | 5 |
| Feb 2022 | $145.5M | $120.6M | $24.8M | 6 | 5 |
| Feb 2022 | $145.5M | $120.6M | $24.8M | 6 | 5 |
| Feb 2022 | $145.5M | $120.6M | $24.8M | 6 | 5 |
| Aug 2021 | $120.1M | $102.8M | $17.3M | 6 | 302 |
| Aug 2021 | $120.1M | $102.8M | $17.3M | 6 | 302 |
| Aug 2021 | $120.1M | $102.8M | $17.3M | 6 | 302 |
| Aug 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
| Jun 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
| Jun 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
| Mar 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
| Mar 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
| Feb 2021 | $120.1M | $102.8M | $17.3M | 5 | 302 |
DateMar 2025
Total AUM$236.9M
Discretionary$127.6M
Non-Disc.$109.3M
Employees7
Clients0
DateMar 2025
Total AUM$236.9M
Discretionary$127.6M
Non-Disc.$109.3M
Employees7
Clients0
DateJan 2025
Total AUM$236.9M
Discretionary$127.6M
Non-Disc.$109.3M
Employees7
Clients0
DateJan 2025
Total AUM$236.9M
Discretionary$127.6M
Non-Disc.$109.3M
Employees7
Clients0
DateDec 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateSep 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateSep 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateJul 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateJul 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateFeb 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateJan 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateJan 2024
Total AUM$144.4M
Discretionary$122.4M
Non-Disc.$22.1M
Employees6
Clients0
DateSep 2023
Total AUM$155.9M
Discretionary$108M
Non-Disc.$48M
Employees8
Clients0
DateMar 2023
Total AUM$155.9M
Discretionary$108M
Non-Disc.$48M
Employees8
Clients0
DateFeb 2023
Total AUM$155.9M
Discretionary$108M
Non-Disc.$48M
Employees8
Clients0
DateJan 2023
Total AUM$145.5M
Discretionary$120.6M
Non-Disc.$24.8M
Employees6
Clients5
DateJan 2023
Total AUM$145.5M
Discretionary$120.6M
Non-Disc.$24.8M
Employees6
Clients5
DateFeb 2022
Total AUM$145.5M
Discretionary$120.6M
Non-Disc.$24.8M
Employees6
Clients5
DateFeb 2022
Total AUM$145.5M
Discretionary$120.6M
Non-Disc.$24.8M
Employees6
Clients5
DateFeb 2022
Total AUM$145.5M
Discretionary$120.6M
Non-Disc.$24.8M
Employees6
Clients5
DateAug 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees6
Clients302
DateAug 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees6
Clients302
DateAug 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees6
Clients302
DateAug 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302
DateJun 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302
DateJun 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302
DateMar 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302
DateMar 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302
DateFeb 2021
Total AUM$120.1M
Discretionary$102.8M
Non-Disc.$17.3M
Employees5
Clients302