P
$116.0M Total AUM
$116.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2016
- Office Locations
- 1
Office Locations
3100 Monticello Avenue, Suite 130 Dallas TX
About Pathway Wealth Management, LLC
Pathway Wealth Management is a Dallas-based RIA providing customized investment management and retirement planning, supported by ongoing monitoring and client communication. The practice focuses on helping individuals align portfolios and planning decisions with long-term financial goals, with heavy use of ETFs in managed accounts. Reported custodian: Charles Schwab & Co.
Team overview
-- AVG AGE
$116.0M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Roger John Allen
Chief Compliance Officer, Managing Member
- CRD
- #6624700
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
Douglas Weger Hancock
Vice President
- CRD
- #6637637
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,022,199 | $1,208,565 |
| Non-Discretionary | $0 | -- |
| Total | $116,022,199 | $1,208,565 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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