Updated:
ClearPath Wealth Management
ClearPath Wealth Management is a Kansas City RIA providing holistic wealth management for high-net-worth families. Fee-only, multi-family office approach.
ClearPath Wealth Management
ClearPath Wealth Management is a Kansas City-based RIA that serves high-net-worth individuals and families. The firm's founding details are not publicly disclosed, and it appears to operate as a multi-family office providing comprehensive financial stewardship. The firm's strategy centers on holistic wealth management, integrating asset allocation, tax-aware investing, and estate planning. Publicly available information does not specify a distinct asset-class mix or named portfolio holdings. The geographic footprint is primarily the United States, with a home base in the Midwest. ClearPath does not publicly disclose AUM, headcount, or additional offices. No recent operational events are documented in public sources. The firm's website and LinkedIn presence are limited, making further assessment of scale or team structure unavailable. A structural differentiator is its status as a fee-only RIA, which aligns its incentives with client outcomes rather than product commissions. This model is common among independent wealth managers but distinguishes ClearPath from captive broker-dealer channels.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
Kansas City, MO, United States
Sector focus
Frequently asked questions
How does ClearPath Wealth Management generate revenue?
ClearPath is a fee-only RIA, meaning its compensation comes from client fees rather than commissions or product sales. This structure reduces conflicts of interest and aligns the firm's incentives with client portfolio performance.
What types of clients does ClearPath serve?
The firm focuses on high-net-worth individuals and families, with an emphasis on comprehensive wealth management. Its services are likely tailored to clients needing integrated financial planning, investment management, and estate guidance.
Does ClearPath disclose its investment strategy publicly?
ClearPath does not publicly detail its asset-allocation models or specific portfolio holdings. The firm's website emphasizes holistic planning, but specific investment methodologies are not shared outside client relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: