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Pathway Wealth Management, LLC
Pathway Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 283774, SEC file 801-135770), with...
Overview
Pathway Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 283774, SEC file 801-135770), with its main office in Dallas, Texas. Its Form ADV filed on 7 May 2026 reports $116.0M in regulatory assets under management across 96 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$116.0M regulatory AUM (Form ADV, May 2026)
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
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