RIA Intel›Advisers›New York›PATHWAY PARTNERS WEALTH ADVISORS, LLC

PATHWAY PARTNERS WEALTH ADVISORS, LLC

Advisory

N·AMHERST, NY

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM
$79M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients367
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingApr 23, 2024
Latest FilingJan 27, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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