Pathway Financial Solutions provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Pathway Financial Solutions reports 309 clients. They include 276 individual clients and 33 high-net-worth individuals. Of its assets, 94.4% ($128M across 713 accounts) are managed with discretion; $7.57M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 52% |
| High-net-worth individuals | 11% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 276 | $70.9M | 52.4% | $257K |
| High-net-worth individuals | 33 | $64.4M | 47.6% | $1.95M |
| Total | 309 | $135M | 100% | $438K |
- Clients
- 276
- Regulatory AUM
- $70.9M
- AUM share
- 52.4%
- Avg. per client
- $257K
- Clients
- 33
- Regulatory AUM
- $64.4M
- AUM share
- 47.6%
- Avg. per client
- $1.95M
Total
- Clients
- 309
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- $438K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Pathway Financial Solutions is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jonathan Webb owns 50% to 75% of Pathway Financial Solutions. Jonathan Webb is CEO; the leadership team includes Chief Operating Officer Bradley Veenendaal and Chief Financial Officer Eddie Balluch. It has 4 employees.
Leadership
- Jonathan WebbChief Executive Officer and Chief Compliance Officer
Eddie BalluchChief Financial Officer
Bradley VeenendaalChief Operating Officer
Jordan WebbOwner and Chief Sales Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Pathway Financial Solutions, Inc.
Jonathan Webb
Control person · since January 2026
- Owns 25% to 50% of Pathway Financial Solutions, Inc.
Jordan Webb
Control person · since January 2026
- Owns 10% to 25% of Pathway Financial Solutions, Inc.
Eddie Balluch
since January 2026
- Owns 10% to 25% of Pathway Financial Solutions, Inc.
Bradley Veenendaal
since January 2026
Besides its headquarters, Pathway Financial Solutions has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 120 S Santa Fe, SalinaHQ
Contact and registration details
- Legal name
- Pathway Financial Solutions, Inc.
- Headquarters
- 120 S Santa Fe, Salina, KS 67401
- Website
- pathway-financial.com
- Phone
- 785-820-8161
- SEC file
- 801-135400
- Structure
- Kansas corporation
- Fiscal year end
- December
Pathway Financial Solutions uses Charles Schwab ($135M) as custodian for its separately managed accounts. Pathway Financial Solutions has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $135M100%
What the accounts hold
- Other100%
- The firm did not have assets at the end of this fiscal year.100%
How many clients does Pathway Financial Solutions have?
Pathway Financial Solutions has 309 clients and manages $135 million for them, as of July 2026. They include 276 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Pathway Financial Solutions offer?
Pathway Financial Solutions provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pathway Financial Solutions use?
Pathway Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $135M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Pathway Financial Solutions have?
Pathway Financial Solutions has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pathway Financial Solutions invest in?
At the end of its last fiscal year, Pathway Financial Solutions’ separately managed accounts held 100% other. The 100% other category is described as: The Firm Did Not Have Assets at the End of This Fiscal Year.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pathway Financial Solutions?
Pathway Financial Solutions’ direct owners are Jonathan Webb (50% to 75%), Jordan Webb (25% to 50%), Eddie Balluch (10% to 25%) and Bradley Veenendaal (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Pathway Financial Solutions get paid?
Pathway Financial Solutions is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pathway Financial Solutions?
Pathway Financial Solutions’ main office is at 120 S Santa Fe, Salina, KS 67401. Its phone number is 785-820-8161. Its website is pathway-financial.com.