PATHWAY WEALTH MANAGEMENT, LLC

PATHWAY WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 283774). Regulatory assets under management: $116.0M.

Registration

• CRD: 283774
• SEC file number: 801-135770
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283774 on SEC IAPD (source of record)
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