| Name | Title | Ownership | Since |
|---|---|---|---|
| Annie Lee Markham Control | Chief Administrative Officer / Founding Partner | Under 5% | 2016 |
| Holly Elizabeth Pace | Chief Compliance Officer | Under 5% | 2025 |
| John Ray Strickland Control | Chief Financial Officer / Founding Partner | 10-25% | 2016 |
Parkway Wealth Management Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Parkway Wealth Management Group, LLC reports 16 employees.
Parkway Wealth Management Group, LLC is based in Plano, TX and has been SEC-registered since 2025.
Parkway Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5550 Granite Parkway, Suite 180, Plano, TX 75024 |
| Phone | 972-502-9340 |
| Fax | 972-502-9341 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.09B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.09B |