Pathway Financial Solutions, INC.: new SEC registration, $135M AUM, Salina, KS
Pathway Financial Solutions, INC. (Salina, Kansas): new SEC registration, $135M AUM, Salina, KS. Its amount of 135 is above the median of 134 (50th percentile). Dated 240 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 135 · 50th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 7 related KS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pathway Financial Solutions, INC. |
| Legal name | Pathway Financial Solutions, INC. |
| CRD | 340594 |
| Status | Approved |
| Registered with the SEC | 2026-03-09 |
| Latest Form ADV filing | 2026-07-07 |
| Location | Salina, KS, United States |
| Regulatory AUM | $135,287,789 |
| Accounts | 730 |
| Employees | 4 |
| Website | https://www.Pathway-Financial.com |
| amount percentile | 50th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (8 KS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (KS first): Mcd-Kissner Gp, LLC · Prairie Advisory, LLC · Glass Lakes Capital Management LLC · Quantum Financial Partners LLC · Engage Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pathway Financial Solutions, INC. and 8 Kansas peers
- Kansas NewRiaPulse records like this one: 8
- Pathway Financial Solutions, INC.'s amount: 50th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Kansas peer: $1,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $135M under management.
- Website on file.
What is the NewRiaPulse record for Pathway Financial Solutions, INC. in Salina, Kansas?
Pathway Financial Solutions, INC. received SEC registration as an investment adviser (2026-03-09) with $135,287,789 in regulatory assets under management, based in Salina, KS.
How does Pathway Financial Solutions, INC. compare to other Kansas NewRiaPulse records?
Its amount of 135 sits in the upper half (50th percentile) of 1,149 records; the median is 134. It is 240 days old; check the official source for later updates before acting.
Pathway Financial Solutions, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pathway Financial Solutions, INC. | Salina, KS | 135 | 50th | 2026-03-09 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Kansas NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.