True Path Financial LLC
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 336137
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.18%
- Individuals20.32%
- Pension & Profit Sharing Plans2.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
True Path Financial LLC is an independent, individually owned registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm operates on a fee model combining asset-based fees and fixed fees, and it provides comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. True Path acts as a capital allocator, engaging third-party managers as part of its client solutions. The firm does not identify as an active ESG investor.
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
Contacts
2 of 2
Louis Rendemonti
FounderCRD 1194942
Quenton Wattinger
CCO and Wealth AdvisorCRD 7351643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1689 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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