Parkway Wealth Management Group, LLC
● SEC registered since 2025CRD 333971SEC# 801-131974Plano, TX
Reg. AUM
$1.22B
Employees
27
Accounts
4,399
Location
Plano, TX
Parkway Wealth Management Group, LLC assets under management
Parkway Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in Plano, TX. The firm has been registered since 2025. It reports $1.2 billion in regulatory assets under management and employs 27 people.
Parkway Wealth Management Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annie Markham Control | Founding Partner | Under 5% | 2016 |
| Holly Elizabeth Pace | Chief Compliance Officer | Under 5% | 2025 |
| John Strickland Control | Founding Partner | 10-25% | 2016 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Parkway Wealth Management Group, LLC manage?
Parkway Wealth Management Group, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Parkway Wealth Management Group, LLC have?
Parkway Wealth Management Group, LLC reports 27 employees.
Where is Parkway Wealth Management Group, LLC located?
Parkway Wealth Management Group, LLC is based in Plano, TX and has been SEC-registered since 2025.
Does Parkway Wealth Management Group, LLC disclose fund performance?
Parkway Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5550 Granite Parkway, Suite 180, Plano, TX 75024 |
| Phone | 972-502-9340 |
| Fax | 972-502-9341 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 12%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B