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PATHWAY WEALTH MANAGEMENT, LLC
CRD 283774 · SEC 801-135770
3100 MONTICELLO AVENUE, SUITE 130, DALLAS, TX, 75205, United States
Phone
972-863-7671
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$116.0M
Discretionary AUM
$116.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR TRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $396K |
| High net worth individuals | 18 | $100.4M |
Official SEC filing: View on IAPD