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Pathway Partners Wealth Advisors, LLC

Pathway Partners Wealth Advisors, LLC. CRD 323507

Pathway Partners Wealth Advisors, LLC logo

CRD: 323507

Pathway Partners Wealth Advisors, LLC

Amherst, NY, 14226
7169296010
pathwaypartnerswa.com
$78.9M Total AUM
$78.9M Disc. AUM
-- 3Y CAGR
8 Employees
367 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Capital
Established Date
10-24-2022
Office Locations
1

Office Locations

100 Corporate Parkway Suite 136 Amherst NY

About Pathway Partners Wealth Advisors, LLC

Pathway Partners Wealth Advisors is a planning-led RIA serving families, individuals, and business owners. Their multi-stage process emphasizes discovery before any investment discussion, then education, coordinated implementation with other advisors, and ongoing monitoring with at least annual reviews. Provides investment management alongside financial, tax, and estate planning, using mutual funds and ETFs, custodied at Schwab.

Team overview

37 AVG AGE
$13.2M AVG AUM / ADVISOR
$215.1K AVG AUM / CLIENT
3 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Horizon Optima Catalyst unison

Client Personas

Eagle summit Zenith pioneer

Custodian

Fusion Alpha Atlas Crest beacon Horizon pioneer

Investment Themes

Delta

Investment Vehicles

Eagle beacon

Platform

Horizon legacy

Services

Wave quantum Meridian Frontier Frontier Vertex Frontier Vector legacy Focus ridge Vital focus

Technology

Meridian

Owner & Executives

COLIN JEREMIAH HEALY

COLIN JEREMIAH HEALY

Chief Executive Officer, Financial Advisor, General Partner, President

CRD
#4672687
Ownership
50% but less than 75%
(965) 301-4043
insight.value@valuecapital.com
in linkedin.com/in/harbor-harbor
J

John Anthony Bruno Jr.

Chief Operating Officer, DIRECTOR

CRD
--
Ownership
10% but less than 25%
(863) 609-2639
meridian.frontier@optimacapital.com
in linkedin.com/in/atlas-eagle
O

Oak summit

Signal optima delta

CRD
#72941
Ownership
30.2%
(920) 939-6014
peak.ridge@beaconcapital.com
in linkedin.com/in/frontier-matrix

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Contacts

M

MICHAEL ARCURI

--

CRD
#6670907
(443) 701-3013
peak.summit@bridgecapital.com
in linkedin.com/in/bridge-ridge
A

Alex James Stauffiger

--

CRD
#7983344
(568) 453-2216
catalyst.legacy@wavecapital.com
in linkedin.com/in/crest-north
P

Peak delta

Delta oak foundation

CRD
#67219
(413) 324-6762
peak.peak@horizoncapital.com
in linkedin.com/in/foundation-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-19-2024
07-03-2025
01-27-2026
Category Assets AVG. Account size
Discretionary $78,946,149 $124,325
Non-Discretionary $0 --
Total $78,946,149 $124,325

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Separately Managed Accounts

Total SMA Asset: $78,946,149

$78.9M Total SMA
Public Funds:
8.5%
U.S. Government/Agency:
24.7%
Equity - Exchange:
29.6%
Cash:
18.6%
Corporate - Investment Grade:
11.5%
Municipal Bonds:
7.1%
Asset class Assets Assets %
Public Funds $417,964,551 8.5%
U.S. Government/Agency $1,214,555,813 24.7%
Equity - Exchange $1,455,500,084 29.6%
Cash $914,604,782 18.6%
Corporate - Investment Grade $565,481,451 11.5%
Municipal Bonds $349,123,332 7.1%
Total $4,917,230,013 100.0%

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