# Pathway Asset & Tax Advisory

> Pathway Asset & Tax Advisory is a state-registered investment advisory firm in Elkhart, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 338876
- Filed as: PATHWAY ASSET & TAX ADVISORY
- Legal name: Loucks & Weaver Financial, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elkhart, IN
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338876
- AdvisorCensus page: https://advisorcensus.com/firm/pathway-asset-and-tax-advisory-elkhart-in-338876

## Quick answers

**How is Pathway Asset & Tax Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Pathway Asset & Tax Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pathway Asset & Tax Advisory located?**
Pathway Asset & Tax Advisory's principal office is in Elkhart, IN, according to its Form ADV.

**Is Pathway Asset & Tax Advisory registered with the SEC or a state?**
Pathway Asset & Tax Advisory is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338876.

**How much does Pathway Asset & Tax Advisory manage?**
Pathway Asset & Tax Advisory reports $0 in regulatory assets under management in its Form ADV filing dated June 15, 2026.

**Does Pathway Asset & Tax Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338876

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pathwayexperience.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathway Asset & Tax Advisory (CRD 338876): Form ADV filing data as of October 2026.