CLEARPATH WEALTH MANAGEMENT, L.C.

Overview

Clearpath Wealth Management, L.C. is an independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It acts as a capital allocator, incorporating third‑party managers into client portfolios rather than restricting clients to in‑house products. Investment approach leans toward equity‑centric portfolios—exchange‑traded equities are the dominant public holding—while also integrating longer‑term private investments for qualified clients. The firm operates with a mix of fee arrangements (percentage of AUM, hourly and performance‑based fees) and offers insurance and accounting services alongside advisory activities, which allows it to combine wealth planning with insurance solutions and tax/accounting coordination. Clearpath is not identified as an active ESG investor on its snapshot.

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Public Holdings

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Location & Offices