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PATHWAY PARTNERS WEALTH ADVISORS, LLC

AMHERST, NY · CRD 323507 · IAPD ↗ · 716-929-6010

$78.9MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — PATHWAY PARTNERS WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2026 — PATHWAY PARTNERS WEALTH ADVISORS, LLC reported RAUM up 36% ($58.0M -> $78.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2025 — PATHWAY PARTNERS WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
February 2025 — PATHWAY PARTNERS WEALTH ADVISORS, LLC reported RAUM up 69% ($34.3M -> $58.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — PATHWAY PARTNERS WEALTH ADVISORS, LLC (AMHERST, NY) is newly SEC-registered with $34.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.