| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Jeremiah Healy Control | President And Chief Executive Officer | Over 75% | 2022 |
| Gregg D Jensen Control | Chief Compliance Officer | 5-10% | 2023 |
| John Anthony Bruno Jr. | Coo, Director | 5-10% | 2023 |
Pathway Partners Wealth Advisors, LLC reports $58 million in regulatory assets under management on its Form ADV.
Pathway Partners Wealth Advisors, LLC reports 8 employees.
Pathway Partners Wealth Advisors, LLC is based in Amherst, NY and has been SEC-registered since 2024.
Pathway Partners Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $58M |
| Non-discretionary | $0 |
| Total (RAUM) | $58M |