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PARKWAY WEALTH MANAGEMENT GROUP, LLC

PLANO, TX · CRD 333971 · IAPD ↗ · 972-502-9340

$1.22BRegulatory AUM
16Advisory reps
27Employees
0Clients
26-50Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — PARKWAY WEALTH MANAGEMENT GROUP, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
June 2025 — PARKWAY WEALTH MANAGEMENT GROUP, LLC notice-filed in AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, NC, NE, NH, NY, OK, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
June 2025 — PARKWAY WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($1.65B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
June 2025 — PARKWAY WEALTH MANAGEMENT GROUP, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — PARKWAY WEALTH MANAGEMENT GROUP, LLC (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 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.