SourcingSourcing

PARKWAY WEALTH MANAGEMENT GROUP, LLC

C45
CRD 333971·SEC 801-131974·PLANO, TX
AUM
$1.22B
$1B+
Est. Revenue
$12.2M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD
333971
SEC file #
801-131974
EIN
812827764
DBA names
—

Economics

AUM
$1.22B
AUM band
$1B+
AUM trajectory
'25'26
$1.09B → $1.22B▲ +12%
Client mix
Individuals Other1,027
Individuals High Net Worth283
Corporations25
Charitable Organizations7

Operations

Employees (total)
27
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'25'26
16 advisors → 16 advisors▬ 0%
Primary office
PLANO TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCMEEN, ROBERT, DWIGHT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MCMEEN, ROBERT, DWIGHT
BAKER, TAMLYN, RAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002065679
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001172661-26-001513

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
5550 GRANITE PARKWAYSUITE 180PLANO, TX 75024
Business
5550 GRANITE PARKWAYSUITE 180PLANO, TX 75024
Edgar EIN
812827764
Edgar Recent Filings
13F-HR2026-04-20 · 0001172661-26-001513
13F-HR2026-02-10 · 0001172661-26-000561
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2583329
Trust Company Affiliate
No

People (19)

19
MCMEEN, ROBERT, DWIGHT
IAR · Direct Owner · 62.5%
2583329
BAKER, TAMLYN, RAY
IAR · Direct Owner · 17.5%
2381974
STRICKLAND, JOHN
IAR · Direct Owner · 17.5%
2009181
PACE, HOLLY, ELIZABETH
IAR · Executive Officer · 2.5%
4247635
Annie Markham
Executive Officer · 2.5%
4059682
Jackson Hardy Baker
IAR
7558716
RICKY EARL BROWN
IAR
4388118
Gavin Ray Baker
IAR
6813488
Joshua Wardle
IAR
7814827
Elizabeth Kate Rauschmayer
IAR
8197194
JOEL MARSHALL HACKNEY
IAR
2634360
CHRIS OBERLING
IAR
5476514
Tyler West Hastings
IAR
7144025
SCARLETT REBECCA LONG
IAR
4938681
MICHAEL JACK GOODMAN
IAR
802732
Helen Foster Hackney Conley
IAR
7312319
CHRISTOPHER DAVID COLON
IAR
6145464
CHARLES GRIEN TRIPLETT
IAR
3032277
Michael Branch
IAR
7855125