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PATHWAYS ADVISORY GROUP, INC.

FRESNO, CA · CRD 143817 · IAPD ↗ · 559-431-4700

$388.5MRegulatory AUM
5Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — PATHWAYS ADVISORY GROUP, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2026 — PATHWAYS ADVISORY GROUP, INC. reported RAUM up 41% ($275.7M -> $388.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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