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PATHWAY PARTNERS WEALTH ADVISORS, LLC
CRD 323507 · SEC 801-130336
100 CORPORATE PARKWAY, SUITE 136, AMHERST, NY, 14226, United States
Phone
716-929-6010
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$78.9M
Discretionary AUM
$78.9M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 308 | $37.4M |
| High net worth individuals | 59 | $41.5M |
States served
NY
All web addresses on file
- https://www.linkedin.com/company/pathway-partners-wealth-advisors/
- https://www.facebook.com/PathwayPartnersWealthAdvisors
- https://www.instagram.com/pathwaypartnerswa/
- https://x.com/ppwa716
- https://pathwaypartnersfoundations.com/
- https://watchtowerfinancialgroup.com/contact;
- http://www.pathwaypartnerswa.com
Official SEC filing: View on IAPD