{{ Info.Overview }}
Adviser Profile
| As of Date | 04/08/2026 |
| Registration status | Registration Changed to PATHWAY WEALTH MANAGEMENT, LLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| AUM* | 116,022,199 111% |
| of that, discretionary | 116,022,199 111% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,208,565 49% |
| % High Net Worth | 72.00% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds