Path Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289359
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Path Wealth Management, LLC operates as a limited liability company focused on providing portfolio management services to individuals and small businesses. The firm is structured to cater primarily to individual and family clients, offering a fee structure that includes a percentage of assets under management (AUM) and hourly charges. While the firm does not actively engage in ESG investing, it does maintain affiliations with an insurance company, which complements its advisory activities. Path Wealth Management is not classified as a multi-state adviser and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Non-Exchange Traded Equities18%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Ryan Sublette
Managing PartnerCRD 5714428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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