PATHWAY PARTNERS WEALTH ADVISORS, LLC
CRD #323507 SEC #801-130336 AMHERST, NY 716-929-6010
SEC Registered Disclosures
Total AUM
$58M
Discretionary
$58M
Employees
8
Clients
101
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $58M | $58M | $0 | 8 | 0 |
| Jun 2025 | $58M | $58M | $0 | 8 | 0 |
| Mar 2025 | $58M | $58M | $0 | 8 | 0 |
| Feb 2025 | $58M | $58M | $0 | 8 | 0 |
| Jan 2025 | $58M | $58M | $0 | 7 | 0 |
| Dec 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| Nov 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| Oct 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| Jul 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| Jul 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| May 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
| Apr 2024 | $34.3M | $34.3M | $0 | 7 | 0 |
DateJul 2025
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees8
Clients0
DateJan 2025
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees7
Clients0