← Tributary

PATHWORKS FINANCIAL, INC.

NOVI, MI · CRD 138393 · IAPD ↗ · pathworksfinancial.com · 248-946-4515

$279.3MRegulatory AUM
5Advisory reps
8Employees
3Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2026 — PATHWORKS FINANCIAL, INC. changed its website from scottsmithfinancial.com to pathworksfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2026 — PATHWORKS FINANCIAL, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2025 — PATHWORKS FINANCIAL, INC. reported RAUM up 64% ($144.4M -> $236.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — PATHWORKS FINANCIAL, INC. notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — PATHWORKS FINANCIAL, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.