# Pathway Wealth Management, LLC

Pathway Wealth Management, LLC is a Registered Investment Adviser based in Dallas, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** $116.0M regulatory AUM (Form ADV, May 2026)

## Regulatory record

- **CRD number:** 283774
- **SEC file number:** 801-135770
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-07
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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