Arek D Puzia
Investment adviser representative at Pathwise
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$255MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Diablo Valley CollegeJan 2017 to now
- PathwiseFeb 2015 to now
- Pathwise Wealth Partners, LLCNov 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pathwise
Legal name: Pathwise Wealth Partners, LLC
$255MAssets managed
142Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5706618
- Firm CRD
- 174215