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| Pathway Wealth Management LLC
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|
|---|---|
| CRD # | 283774 |
| SEC # | 801-135770 |
| CIK # | 0002135623 |
| AUM | $116.0 M (2026-05-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 972-863-7671 |
| Address | 3100 Monticello Avenue, Suite 130 Dallas, TX 75205 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.4 |
| (b) Individuals (high net worth individuals) | 18 | 100.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 15.3 |
| Total | 96 | 116.0 |
| By Discretionary | ||
| Discretionary | 96 | 116.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 96 | 116.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135623] |
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0.1 | |
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