PATHWAY PARTNERS WEALTH ADVISORS, LLC

Overview

Pathway Partners Wealth Advisors, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm is organized as a limited liability company and is set up to act as a capital allocator, combining fee-based portfolio management and financial planning with insurance brokerage capabilities. Its advisory mandate includes direct portfolio management for individuals and small businesses and the selection of other advisers when clients require specialist managers or alternative strategies. Investment approach leans toward pooled public vehicles for core exposures while supplementing portfolios with third‑party alternative fund managers. The firm does not identify as an active ESG investor. Fee arrangements include a percentage‑of‑AUM component alongside fixed fees for planning or other agreed services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices