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Total assets under management (AUM) of wealth management firm Pathstone in the United States from 2018 to 2024 (billion U.S. dollars)

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Sources

Release date

September 2025

Region

United States

Survey time period

2018 to 2024

Supplementary notes

The release date is the date of creation.

Statistic was compiled from multiple sources, including the firm's ADV 1 filing.

*Represents total regulatory assets under management.

Citation formats

Total AUM of wealth management firm Pathstone in the U.S., 2018-2024

Published by K. Scholle, Sep 18, 2025

From 2016 through 2018, total assets under management (AUM) remained relatively stable, resting at roughly *** billion U.S. dollars. Total AUM began to steadily increase from billion U.S. dollars in 2019 to roughly billion U.S. dollars in 2022; the following year, assets roughly doubled, resting at * billion U.S. dollars in 2024.

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