Overview

Headquarters
Dallas, TX
Total Firm Assets
$116 million
Average High-Net-Worth Client Portfolio Size
$5.6 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: PATHWAY WEALTH MANAGEMENT, LLC ADV PART 2A (2026-05-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $15,000,000 1.00%
$15,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $100,000 1.00%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
86.49%
Number of High-Net-Worth Clients
18
Total Client Accounts
96
Discretionary Accounts
96

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
283774
  • PATHWAY WEALTH MANAGEMENT, LLC ADV PART 2A (2026-05-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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