Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PATHWAY FINANCIAL SOLUTIONS, INC.
Operations
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Filings
Latest ADV filing
03/13/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
WEBB, JONATHAN, DALE
Control Persons
WEBB, JONATHAN, DALE
WEBB, JORDAN, DALE
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
PATHWAY-FINANCIAL.COM
Rdap Domain Creation Date
2016-07-26T15:25:03Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.1663
Soi Zip Pct 200k Plus
0.0358
Soi Zip Returns 200k Plus
860
Soi Zip Total AGI
1,572,129
Fdic Zip Total Deposits
39,817,682,000
Fdic Zip Top Banks
Sunflower Bank, National Association
The Bennington State Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Bank KansasSalina, KS
The Bank of TescottSalina, KS
Fdic Zip Top Bank Share Pct
18.01
Rdap Domain Expiration Date
2026-07-26T15:25:03Z
Rdap Domain Last Changed
2025-07-11T08:18:51Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
45,408
Soi Zip Total Cap Gains
66,899
Soi Zip Total Dividends
30,461
Soi Zip Total Returns
23,990
Trust Company Affiliate
No
