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PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD 333971 · SEC 801-131974
5550 GRANITE PARKWAY, SUITE 180, PLANO, TX, 75024, United States
Phone
972-502-9340
Fax
972-502-9341
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.22B
Team
27 total employees; 16 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1027 | $262.7M |
| High net worth individuals | 283 | $918.9M |
| Charitable organizations | 7 | $7.4M |
| Corporations/business entities | 25 | $31.1M |
States served
AZ, AR, CA, CO, GA, IL, KS, LA, MI, NE, NY, NC, OK, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD