Pathway Wealth Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 283774
- Registered since
- April 6, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.49%
- Other13.17%
- Individuals0.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pathway Wealth Management, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm is registered with the SEC (registration year 2026) and operates as a limited liability company under an individual owner. Its client base is concentrated on individual and family relationships and it charges fees as a percentage of assets under management. Pathway describes its advisory activity primarily as discretionary portfolio management rather than pension consulting, multi-state advice, or ESG-focused strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3100 Monticello Ave
- Time zone
- CT (UTC-6)
- Office locations
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