RETIREPATH WEALTH, LLC

Overview

Retirepath Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It charges both percentage‑of‑AUM and fixed fees and functions as a capital allocator, placing client capital with external managers when appropriate. Retirepath Wealth does not identify as an active ESG investor and lists an affiliation with an insurance company.

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Investments & Alternatives

Location & Offices