Pathway Wealth Management, LLC
● SEC registered since 2026CRD 283774SEC# 801-135770Dallas, TX
Reg. AUM
$116M
Employees
1
Accounts
96
Location
Dallas, TX
Pathway Wealth Management, LLC assets under management
Pathway Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2026. It reports $116 million in regulatory assets under management and employs 1 people.
Pathway Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roger John Allen Control | Cco & Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Pathway Wealth Management, LLC manage?
Pathway Wealth Management, LLC reports $116 million in regulatory assets under management on its Form ADV.
How many employees does Pathway Wealth Management, LLC have?
Pathway Wealth Management, LLC reports 1 employees.
Where is Pathway Wealth Management, LLC located?
Pathway Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2026.
Does Pathway Wealth Management, LLC disclose fund performance?
Pathway Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3100 Monticello Avenue, Suite 130, Dallas, TX 75205 |
| Phone | 972-863-7671 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$116Mregulatory AUM
Discretionary $116M