# Lightpath Wealth & Tax Advisors

Lightpath Wealth & Tax Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/lightpathwealth

## Regulatory record

- **CRD number:** 312276
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312276

## About

Lightpath Wealth & Tax Advisors is a state-registered investment adviser. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Wealth Management
- Tax Advisory
- Financial Planning

## Questions

### Who runs investment decisions at Lightpath Wealth & Tax Advisors?

The firm has not publicly named its investment committee or lead portfolio manager. Public records show no identifiable CIO or head of investments.

### How does Lightpath source proprietary deal flow?

Lightpath does not publicly describe proprietary sourcing capabilities. The firm relies on third-party managers and publicly traded securities for client portfolios.

### Does Lightpath participate in fund commitments or only direct deals?

The firm focuses on fund commitments and managed accounts rather than direct private equity deals. It allocates client capital to external funds and separately managed accounts.

### What investment stages does Lightpath typically target?

Lightpath targets liquid public equities and fixed income across all stages, with limited exposure to private equity through fund-of-funds structures. Stage-specific targeting is not disclosed.

### Which sectors does Lightpath explicitly avoid?

The firm does not publish negative screens or explicit avoidance lists. Sector allocations are determined on a client-by-client basis.

## Related profiles

- [Ryan Financial Solutions, LLC](https://altss.com/profile/ryan-financial-solutions-llc)

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Last updated: 2026-07-06T01:24:20.262Z

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