PATHWISE WEALTH PARTNERS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$125.3M
Peer Group AUM Range
$119.1M - $131.6M
Sample Size
408
Firm Age (Years)
PEER GROUP AVERAGE
6
Structure
PEER GROUP AVERAGE
Limited Liability Company (263 firms)
Discretionary Accounts
PEER GROUP AVERAGE
334
Discretionary AUM
PEER GROUP AVERAGE
$111.9M
Non-Discretionary Accounts
PEER GROUP AVERAGE
35
Non-Discretionary AUM
PEER GROUP AVERAGE
$13.6M
Total Clients
PEER GROUP AVERAGE
172
Total AUM
PEER GROUP AVERAGE
$125.5M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
5
Investment Advisors
PEER GROUP AVERAGE
3
Registered Representatives
PEER GROUP AVERAGE
1
Licensed Insurance Agents
PEER GROUP AVERAGE
1
Foreign Clients
PEER GROUP AVERAGE
3.9%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
9
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 396 Firms Yes
Hourly Charges No 224 Firms No
Subscription Fees No 406 Firms No
Fixed Fees Yes 220 Firms Yes
Commissions No 404 Firms No
Performance Based Fees No 335 Firms No
Other No 383 Firms No

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