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Pathway Wealth Management, LLC

● SEC registered since 2026CRD 283774SEC# 801-135770Dallas, TX
Export (members)
Reg. AUM
$116M
Employees
1
Accounts
96
Location
Dallas, TX

Pathway Wealth Management, LLC assets under management

Pathway Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2026. It reports $116 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Pathway Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Roger John Allen ControlCco & Managing MemberOver 75%2016

Frequently asked questions

How much does Pathway Wealth Management, LLC manage?

Pathway Wealth Management, LLC reports $116 million in regulatory assets under management on its Form ADV.

How many employees does Pathway Wealth Management, LLC have?

Pathway Wealth Management, LLC reports 1 employees.

Where is Pathway Wealth Management, LLC located?

Pathway Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2026.

Does Pathway Wealth Management, LLC disclose fund performance?

Pathway Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3100 Monticello Avenue, Suite 130, Dallas, TX 75205
Phone972-863-7671
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116M
Non-discretionary$0
Total (RAUM)$116M