Best-in-State · rank 113 · Scottsdale, Arizona · listed firm: Pathlight Advisors | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Pathlight Advisors | Wells Fargo Advisors Financial Network (high)
- “Pathlight Advisors | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Firm type — wirehouse (medium)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Team name — Pathlight Advisors (high)
- “Pathlight Advisors” — forbes_shook
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Book of business
- Team AUM ($M) — 702 (high)
- “Team Assets (Custodied): $702M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 1.75 (high)
- “Typical Net Worth of Relationships: $1.5-2M” — forbes_shook
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- Custodians — not_applicable (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
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Positioning & marketing
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Visual brand
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