LP Profile

Parkway Wealth Management Group

Also known as parkway wealth

Wealth ManagerPlano, United StatesFounded 2016
Plano
Headquarters
Investment Focus

About Parkway Wealth Management Group

As a trusted partner for your financial life, our team helps uncover and take care of all the nuanced needs you and your family have – so you can enjoy the journey of your life.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Parkway Wealth Management Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
4,399
Filing Date
March 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Parkway Wealth Management Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Parkway Wealth Management Group?

Parkway Wealth Management Group is a wealth manager based in Plano, United States.

Where is Parkway Wealth Management Group headquartered?

Parkway Wealth Management Group is headquartered in Plano, United States.

When was Parkway Wealth Management Group founded?

Parkway Wealth Management Group was founded in 2016.

How can I contact Parkway Wealth Management Group?

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