# PATHWAY WEALTH MANAGEMENT, LLC

PATHWAY WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 283774
- Type: SEC-registered investment adviser
- SEC file number: 801-135770
- Location: 3100 MONTICELLO AVENUE, SUITE 130, DALLAS, TX, 75205
- Phone: 972-863-7671
- Latest filing: 2026-05-07
- Regulatory AUM: $116.0M
- Discretionary AUM: $116.0M
- Clients: 1
- Accounts: 96

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Roger John Allen | CCO & MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283774/similar
- Related entities: https://search.stillhousedata.com/firm/283774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283774

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.