Pathworks Financial, Inc.

CRD 138393 · Novi, MI · $279.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 138393
SEC number: 801-120476
Firm type: RIA
Assets under management: $279.3M as of Jan 22, 2026
Website: www.pathworksfinancial.com ↗
Phone: 248-946-4515
Address: 43155 Main Street, Novi, MI, 48375

Advisors at this firm

5 in our index · page 1 of 1

David Rene MercierCRD 1212766 · Novi, MI

IA RegisteredRegistration inactive
Karrie Nicole MaierCRD 7533510 · Novi, MI

IA Registered
Robert Paul SchmanskyCRD 4530174 · Novi, MI

IA Registered
Bryan Scott SmithCRD 5037108 · Novi, MI

IA Registered
Douglas Scott SmithCRD 1588505 · Novi, MI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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