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Chief Executive Officer and Chief Compliance Officer · Pathwise

Ryan P. Wells

CRD 4568402 · Named on Form ADV at one SEC-registered adviser

At a glance

Pathwise, an SEC-registered wealth manager based in Walnut Creek, CA with $255 million in regulatory assets, lists Ryan P. Wells on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • PathwiseChief Executive Officer and Chief Compliance OfficerWealth manager · Walnut Creek, CA · $255M in regulatory assets

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.