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Building 2PATHWAY WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone972-863-7671
NotebookSEC #801-135770
Total AUM
$116M
Employees
1
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3100 MONTICELLO AVENUE, SUITE 130
DALLAS
TX 75205
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-863-7671

ReceiptFinancials

Total AUM
$116M
Accounts
96
Discretionary
$116M
Accounts
96
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$396.3K
HNW Individual Clients
18
AUM
$100.4M
Other Clients
3
AUM
$15.3M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR TRUSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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