Pathway Wealth Management, LLC

Pathway Wealth Management, LLC (CRD# 283774) is a financial advisory firm headquartered in Dallas, TX. They manage $55,047,936 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3100 Monticello Avenue, Suite 130, Dallas, TX 75205
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $809,528
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Pathway Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roger Allen, financial advisor Dallas TX
Roger J. Allen
CRD#: 6624700
3100 Monticello Avenue, Suite 130, Dallas, TX 75205

Roger Allen (CRD# 6624700) is an Investment Advisor Representative working at Pathway Wealth Management, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

2
Douglas Hancock, financial advisor Dallas TX
Douglas W. Hancock
CRD#: 6637637
3100 Monticello Avenue, Suite 130, Dallas, TX 75205

Douglas Hancock (CRD# 6637637) is an Investment Advisor Representative working at Pathway Wealth Management, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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