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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| HEALY, COLIN, JEREMIAH | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| Bruno Jr., John, Anthony | I | COO, DIRECTOR | A | |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| JENSEN, GREGG, D | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A | |
| Joseph, Raymond, Bruno | I | DIRECTOR | A |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (1)
NY
Address
100 CORPORATE PARKWAYSUITE 136
AMHERST, NY 14226
United States
Phone: 716-929-6010