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Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 04/06/2026
Other registrations (2)
Former registrations

PATHWAY WEALTH MANAGEMENT, LLC

ADV Location DALLAS, TX, United States
Contact Info 972 xxxxxxx
AUM* 116,022,199
of that, discretionary 116,022,199
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,208,565
% High Net Worth 72.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

116M 99M 83M 66M 50M 33M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees