Pathway Partners Wealth Advisors, LLC
Pathway Partners Wealth Advisors, LLC is an SEC-registered mass-market adviser in Amherst, NY with $78.9M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Pathway Partners Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323507, SEC 801-130336, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $78.9M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Amherst, NY
- Employees
- 8
- Clients
- 367
- CRD
- 323507
- Ownership
- HEALY, COLIN, JEREMIAH; Joseph, Raymond, Bruno; Bruno Jr., John, Anthony; JENSEN, GREGG, D
How much AUM does Pathway Partners Wealth Advisors, LLC have?
Pathway Partners Wealth Advisors, LLC reported $78.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Pathway Partners Wealth Advisors, LLC?
Disclosed owners and executives of Pathway Partners Wealth Advisors, LLC include HEALY, COLIN, JEREMIAH, Joseph, Raymond, Bruno, Bruno Jr., John, Anthony, JENSEN, GREGG, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.