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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Pathway Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Roger John Allen
Chief Compliance Officer, Managing Member
- CRD
- #6624700
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Douglas Weger Hancock
Vice President
- CRD
- #6637637
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Pathway Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pathway Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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