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PATHWAY WEALTH MANAGEMENT, LLC

DALLAS, TX · CRD 283774 · IAPD ↗ · 972-863-7671

$116.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — PATHWAY WEALTH MANAGEMENT, LLC (DALLAS, TX) is newly SEC-registered with $116.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.