Parkway Wealth Management Group, LLC

Overview

Parkway Wealth Management Group, LLC is an SEC registered investment adviser based in Plano, TX, registered since 2025. It reports $1.2B in assets under management across 4,399 accounts, with 27 employees. It has 18 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

4,399

Average account

$278K

Employees

27

Advisory reps

18

Registered since

2025

Jurisdictions

18

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Robert Dwight McMeen Chief Executive Officer, Founding Partner CRD 2583329
• Holly Elizabeth Pace Chief Compliance Officer CRD 4247635
• Annie Markham Founding Partner CRD 4059682

2 more executive officers, with direct contact details

Advisory reps 3 of 18

• Gavin R Baker Insurance Agent · Investment Adviser Rep CRD 6813488
• Jackson Hardy Baker Investment Adviser Rep CRD 7558716
• Tamlyn Ray Baker Insurance Agent · Investment Adviser Rep CRD 2381974

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5550 Granite Pkwy Ste 180
Plano, TX 75024

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: parkwayteam.com

Every state, with registration dates

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