Clearpath Wealth Management, L.C.

Overview

Clearpath Wealth Management, L.C. is an independent, state-registered advisory firm organized as an LLC that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also performs manager-selection services as a capital allocator. Its client-facing fee arrangements include asset-based fees, hourly billing, and performance-based fees. Clearpath also operates insurance brokerage and accounting activities alongside its advisory practice. The firm is registered in Kansas and Missouri and does not position itself as an ESG-driven investor.

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Public Holdings

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Location & Offices