{
  "crd_number": 323507,
  "slug": "pathway-partners-wealth-advisors-llc-amherst-ny-323507",
  "primary_business_name": "PATHWAY PARTNERS WEALTH ADVISORS, LLC",
  "legal_name": "PATHWAY PARTNERS WEALTH ADVISORS, LLC",
  "dbas": [
    "PATHWAY PARTNERS FOUNDATIONS",
    "WATCHTOWER FINANCIAL GROUP"
  ],
  "city": "Amherst",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "15380",
  "metro": {
    "cbsa_code": "15380",
    "common_name": "Buffalo",
    "msa_name": "Buffalo-Cheektowaga, NY",
    "path": "/advisors/ny/buffalo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 78946149.0,
  "raum_discretionary": 78946149.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 37448149.0,
      "count": 308
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 41498000.0,
      "count": 59
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://facebook.com/PathwayPartnersWealthAdvisors",
    "https://instagram.com/pathwaypartnerswa",
    "https://linkedin.com/company/pathway-partners-wealth-advisors",
    "https://pathwaypartnersfoundations.com",
    "https://pathwaypartnerswa.com",
    "https://watchtowerfinancialgroup.com/contact",
    "https://x.com/ppwa716"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323507",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "AMHERST",
  "url": "https://advisorcensus.com/firm/pathway-partners-wealth-advisors-llc-amherst-ny-323507",
  "display_name": "Pathway Partners Wealth Advisors, LLC",
  "summary": "Pathway Partners Wealth Advisors, LLC is an SEC-registered investment advisory firm in Amherst, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. Pathway Partners Wealth Advisors, LLC (CRD 323507): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Pathway Partners Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pathway Partners Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Pathway Partners Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 27, 2026 states: Flat fee: $1,500 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pathway Partners Wealth Advisors, LLC located?",
      "a": "Pathway Partners Wealth Advisors, LLC's principal office is in Amherst, NY, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pathway Partners Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Pathway Partners Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 323507."
    },
    {
      "q": "How much does Pathway Partners Wealth Advisors, LLC manage?",
      "a": "Pathway Partners Wealth Advisors, LLC reports $78,946,149 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pathway Partners Wealth Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Pathway Partners Wealth Advisors, LLC: Regulatory assets under management: $34,333,672 in the October 2024 data and $78,946,149 in the October 2026 data, up 130%. Total employees: 7 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pathway Partners Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (308); high net worth individuals (59)."
    },
    {
      "q": "Which custodians does Pathway Partners Wealth Advisors, LLC use?",
      "a": "Pathway Partners Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pathway Partners Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323507"
    },
    {
      "q": "What changed in Pathway Partners Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Added the business name Pathway Partners Foundations. Regulatory assets under management went from $58,027,060 to $78,946,149 (+36%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 34333672.0,
      "total_employees": 7,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 58027060.0,
      "total_employees": 8,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 78946149.0,
      "total_employees": 8,
      "filing_date": "2026-01-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Pathway Partners Foundations.",
        "Regulatory assets under management went from $58,027,060 to $78,946,149 (+36%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 (standalone financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 (standalone financial planning services)"
        ],
        "quotes": [
          "The fixed fee for standalone financial planning services is $1,500. The fees are negotiable, and the final fee schedule will be included in the Client Agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 1500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "standalone financial planning services"
        }
      ]
    },
    "quotes": [
      "The fixed fee for standalone financial planning services is $1,500. The fees are negotiable, and the final fee schedule will be included in the Client Agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pathway-partners-wealth-advisors-llc-amherst-ny-323507.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 308,
      "fewer_than_5": false,
      "raum": 37448149.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 41498000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323507",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}