Pathway Partners Wealth Advisors, LLC
● SEC registered since 2024CRD 323507SEC# 801-130336Amherst, NY
Reg. AUM
$78.9M
Employees
8
Accounts
635
Location
Amherst, NY
Pathway Partners Wealth Advisors, LLC assets under management
Pathway Partners Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Amherst, NY. The firm has been registered since 2024. It reports $78.9 million in regulatory assets under management and employs 8 people.
Pathway Partners Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Jeremiah Healy Control | President And Chief Executive Officer | 50-75% | 2022 |
| Gregg D Jensen Control | Chief Compliance Officer | 10-25% | 2023 |
| John Anthony Bruno Jr. | Coo, Director | 10-25% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pathway Partners Wealth Advisors, LLC manage?
Pathway Partners Wealth Advisors, LLC reports $78.9 million in regulatory assets under management on its Form ADV.
How many employees does Pathway Partners Wealth Advisors, LLC have?
Pathway Partners Wealth Advisors, LLC reports 8 employees.
Where is Pathway Partners Wealth Advisors, LLC located?
Pathway Partners Wealth Advisors, LLC is based in Amherst, NY and has been SEC-registered since 2024.
Does Pathway Partners Wealth Advisors, LLC disclose fund performance?
Pathway Partners Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Corporate Parkway, Suite 136, Amherst, NY 14226 |
| Phone | 716-929-6010 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$78.9M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$78.9Mregulatory AUM
Discretionary $78.9M