Parkway Wealth Management Group, LLC

RIASEC RegisteredEst. 2025

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$278K

Accounts

4,399

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 333971
Registered since: February 10, 2025
Website: parkwayteam.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.22%
Individuals21.5%
Corporations / Businesses2.54%
Charitable Organizations0.61%
State / Municipal Government0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Parkway Wealth Management Group, LLC is an independent, owner-operated RIA organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of fee arrangements — percentage-of-AUM and fixed fees — while also maintaining broker-dealer registered representative and insurance brokerage activities. Advisory services described in the snapshot include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and the selection or oversight of third‑party advisers. The firm does not identify as an active ESG investor and the snapshot lists SEC registration year as 2025.