MULTIPATH WEALTH MAGEMENT

Overview

Multipath Wealth Magement is an independent, single-owner limited liability company that serves individual and family clients, with a service offering that also extends to small-business portfolios. The firm provides financial planning and discretionary portfolio management and charges either a percentage of assets under management or fixed fees. Multipath reports it is not a capital allocator and does not identify as an active ESG investor. It is not a multi-state adviser and is not newly formed; the firm’s SEC registration year is not specified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices