CRD: 333971
Parkway Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2016
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between May 27, 2025 and September 14, 2026, reported AUM increased 12.5%, from $1.1B to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 1,342 clients, or 83.9 clients per representative. That equates to $910.3K in reported AUM per client.
The profile lists 4 reported office locations and 10 years in operation. The source data was last updated on September 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Parkway Wealth Management Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT DWIGHT MCMEEN
Chief Executive Officer, FOUNDING PARTNER
- CRD
- #2583329
- Ownership
- 50% but less than 75%
TAMLYN RAY BAKER
FOUNDING PARTNER
- CRD
- #2381974
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Gavin Ray Baker
--
- CRD
- #6813488
Jackson Hardy Baker
--
- CRD
- #7558716
Showing 2 of 19 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Parkway Wealth Management Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.