# Pathway Partners Wealth Advisors, LLC

> 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.

- CRD: 323507
- Filed as: PATHWAY PARTNERS WEALTH ADVISORS, LLC
- Also doing business as: PATHWAY PARTNERS FOUNDATIONS, WATCHTOWER FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Amherst, NY
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323507
- AdvisorCensus page: https://advisorcensus.com/firm/pathway-partners-wealth-advisors-llc-amherst-ny-323507

## Quick answers

**How is Pathway Partners Wealth Advisors, LLC compensated?**
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).

**Where is Pathway Partners Wealth Advisors, LLC located?**
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).

**Is Pathway Partners Wealth Advisors, LLC registered with the SEC or a state?**
Pathway Partners Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 323507.

**How much does Pathway Partners Wealth Advisors, LLC manage?**
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).

**How have Pathway Partners Wealth Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Pathway Partners Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (308); high net worth individuals (59).

**Which custodians does Pathway Partners Wealth Advisors, LLC use?**
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.

**Does Pathway Partners Wealth Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Pathway Partners Wealth Advisors, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $78,946,149
- Discretionary: $78,946,149
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 308 | $37,448,149 |
| High net worth individuals | 59 | $41,498,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323507

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Hamburg, NY

### Websites listed on Form ADV (Item 1.I)
- pathwaypartnersfoundations.com
- pathwaypartnerswa.com
- watchtowerfinancialgroup.com/contact
- Facebook @PathwayPartnersWealthAdvisors
- Instagram @pathwaypartnerswa
- LinkedIn @pathway-partners-wealth-advisors
- X @ppwa716

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $34,333,672 | 7 | July 24, 2024 |
| October 2025 | $58,027,060 | 8 | July 3, 2025 |
| October 2026 | $78,946,149 | 8 | January 27, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Added the business name Pathway Partners Foundations.
- Regulatory assets under management went from $58,027,060 to $78,946,149 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pathway Partners Wealth Advisors, LLC (CRD 323507): Form ADV filing data as of October 2026.