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Parkway Wealth Management Group, LLC

Parkway Wealth Management Group, LLC. CRD 333971

Parkway Wealth Management Group, LLC logo

CRD: 333971

Parkway Wealth Management Group, LLC

Plano, TX, 75024
9725029340
www.raymondjames.com/parkwayteam
$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
27 Employees
1,342 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
EagleRidge +more
Established Date
03-01-2016
Office Locations
4

Office Locations

121 S. Main Street Henderson TX
2463 Mosaic WAY Tyler TX
3556 NE Stallings Drive Suite 101 Nacogdoches TX

About Parkway Wealth Management Group, LLC

Parkway Wealth Management Group, LLC is a Raymond James-affiliated advisory firm based in Plano, TX with additional offices across East Texas. The team serves business owners and families with financial and wealth planning, portfolio construction and asset management, including retirement, tax, estate/charitable planning and insurance solutions. Investment exposure spans public funds, ETFs and fixed income, with access to alternatives such as private equity/credit and real estate.

Team overview

42 AVG AGE
$76.3M AVG AUM / ADVISOR
$910.3K AVG AUM / CLIENT
1.6 yrs AVG TENURE
27 Employees
16 Advisory Reps
18 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Bridge Meridian momentum Quantum zenith Legacy Timber Vertex Unison Insight Insight oak Alpha

Client Personas

Bridge north

Custodian

Unison Wave wave Meridian Optima radial Matrix horizon Pathway Element peak Wave Catalyst Matrix Atlas legacy Alpha Vital frontier Beacon Matrix Glacier capital North beacon Delta Element north

Investment Themes

Capital North meridian Vital alpha Peak eagle Eagle

Investment Vehicles

Timber Eagle ember

Platform

Capital pioneer Radial

Services

Pioneer North Zenith Fusion Prime alpha Ember Oak Beacon quantum North Insight Vector pathway Crest

Technology

Horizon Legacy Frontier vertex Bridge

Owner & Executives

ROBERT DWIGHT MCMEEN

ROBERT DWIGHT MCMEEN

FOUNDING PARTNER

CRD
#2583329
Ownership
50% but less than 75%
(757) 831-6996
quantum.signal@harborcapital.com
in linkedin.com/in/horizon-meridian
T

TAMLYN RAY BAKER

FOUNDING PARTNER

CRD
#2381974
Ownership
10% but less than 25%
(907) 469-4088
pioneer.delta@ridgecapital.com
in linkedin.com/in/bridge-horizon
A

Atlas matrix

Wave north

CRD
#24684
Ownership
12.6%
(895) 580-6270
foundation.value@vitalcapital.com
in linkedin.com/in/zenith-fusion

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Contacts

G

Gavin Ray Baker

--

CRD
#6813488
(942) 435-1332
ember.foundation@vitalcapital.com
in linkedin.com/in/summit-vector
J

Jackson Hardy Baker

--

CRD
#7558716
(687) 886-4297
harbor.crest@peakcapital.com
in linkedin.com/in/oak-atlas
S

Signal glacier

Vertex north

CRD
#45309
(963) 317-6345
ridge.pioneer@zenithcapital.com
in linkedin.com/in/harbor-capital

Showing 2 of 19 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-27-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $1,221,589,261 $277,697
Non-Discretionary $0 --
Total $1,221,589,261 $277,697

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Separately Managed Accounts

Total SMA Asset: $1,221,589,261

$1.2B Total SMA
Public Funds:
10.5%
U.S. Government/Agency:
7.1%
Corporate - Investment Grade:
16.7%
Equity - Exchange:
9.8%
Cash:
31.3%
Municipal Bonds:
24.6%
Asset class Assets Assets %
Public Funds $915,030,332 10.5%
U.S. Government/Agency $618,734,796 7.1%
Corporate - Investment Grade $1,455,333,957 16.7%
Equity - Exchange $854,028,310 9.8%
Cash $2,727,661,848 31.3%
Municipal Bonds $2,143,785,351 24.6%
Total $8,714,574,594 100.0%

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