Arek Puzia
PathWise · Walnut Creek, California
Arek Puzia is a fee-only financial advisor at PathWise in Walnut Creek, California, who holds the CFP credential. Arek focuses on small business owners. PathWise reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Arek →
Specialties
Facts
| Firm | PathWise |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $255.0M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5706618 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pathwise.co |
| Profile |
How Arek's firm compares
- PathWise's average account is about $505,000, from its Form ADV (assets managed divided by 505 accounts).
Request an introduction to Arek
Tell Arek a little about what you're looking for. Arek isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Arek
Is Arek Puzia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Arek holds no broker registration, and PathWise reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Arek charge for financial advice?
Arek's firm, PathWise, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Arek Puzia based?
Arek Puzia is based in Walnut Creek, California.
What does Arek specialize in?
Arek's specialties include small business owners.
What credentials does Arek Puzia hold?
Arek Puzia holds the CFP credential.
Is Arek Puzia registered with the SEC?
Yes. Arek Puzia is registered as an investment adviser representative in CA and TX (CRD 5706618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PathWise manage?
PathWise reports $255.0M across 505 accounts in assets under management.
How do I contact Arek Puzia?
Through Arek's website, www.pathwise.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
Other advisors in California who focus on small business owners
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PathWise website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.