Wealth manager, wrap-program sponsor · Plano, TX
Parkway Wealth Management Group, LLC
SEC-registered investment adviser · CRD 333971 · SEC 801-131974
At a glance
Parkway Wealth Management Group, LLC is an SEC-registered investment adviser based in Plano, Texas, with $1.2 billion in regulatory assets under management as of its Form ADV filed September 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,310 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,275th of 8,915 wealth managers and 4,810th of 17,210 SEC-registered advisers by assets.
Main office 972-502-9340parkwayteam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among wealth managers
- #1,275 of 8,915
- Rank among all SEC RIAs
- #4,810 of 17,210
- Rank in Texas
- #277 of 1,081
- Individual clients
- 1,310
- High-net-worth clients
- 283
- Accounts
- 4,399
- Discretionary
- 100% of AUM
- Employees
- 27
- Advisory staff
- 16
- Offices
- 5
Owners and executives on its Form ADV
- Robert D. McMeenChief Executive Officer / Founding Partner
- Tamlyn R. BakerFounding Partner
- John StricklandFounding Partner
- Annie MarkhamFounding Partner
- Holly E. PaceChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Parkway Wealth Management Group, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Cabot Lodge Securities, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Item 10 – Other Financial Industry Activities and Affiliations Your Financial Advisor may also be a registered representative with Cabot Lodge Securities, LLC, an unaffiliated broker -dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 283 | $919M | 75% |
| Individuals | 1,027 | $263M | 22% |
| Corporations or other businesses | 25 | $31M | 3% |
| Charitable organizations | 7 | $7M | <1% |
| State or municipal government entities | – | $1M | <1% |
| Pension and profit sharing plans | – | $0M | <1% |
Disciplinary disclosures
Parkway Wealth Management Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗parkwayteam.com ↗
AtlasMembers
The full record on Parkway Wealth Management Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 2,990 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Parkway Wealth Management Group, LLC manage?
Parkway Wealth Management Group, LLC reports $1.2 billion in regulatory assets under management across 4,399 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
What kind of firm is Parkway Wealth Management Group, LLC?
Parkway Wealth Management Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Parkway Wealth Management Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($919 million, 283 clients); individuals ($263 million, 1,027 clients); corporations or other businesses ($31 million, 25 clients).
Does Parkway Wealth Management Group, LLC have any disciplinary history?
Parkway Wealth Management Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Parkway Wealth Management Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →