DALLAS, TXCRD 283774Registration Status: ApprovedEffective since April 6, 2026Latest ADV May 7, 2026
Pathway Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated May 7, 2026, reports $116M in regulatory assets under management, 1 employee, and 96 accounts.
Assets Under Management
$116M
Employees
1
Offices
--
Total Clients
25
Primary office
DALLAS, TX
3100 MONTICELLO AVENUE, SUITE 130, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.0% of total clients.
Top client categories% of clientsClients
1
HNWI
72.0%
18
2
Individuals
16.0%
4
3
Irrevocable Trusts/Estates
12.0%
3
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of May 7, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$116M
Total Accounts96
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee25:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.