SUREPATH WEALTH MANAGEMENT, LLC

Overview

Surepath Wealth Management, LLC is a small, individually owned advisory firm focused on portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and supplements direct portfolio management by selecting and overseeing other advisers and managers on behalf of clients. Its product mix and regulatory disclosures indicate a conservative, open-architecture approach that relies heavily on pooled public funds and insurance-linked products rather than proprietary securities or active ESG mandates. The firm also maintains an industry affiliation with an insurance company, which aligns with its use of annuities alongside mutual funds.

Assets & Accounts

Investments & Alternatives

Location & Offices