# PATH WEALTH MANAGEMENT, LLC

PATH WEALTH MANAGEMENT, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289359
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289359

## About

PATH WEALTH MANAGEMENT, LLC is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Is Path Wealth Management, LLC a fiduciary?

Yes, as a registered investment advisor (RIA), Path Wealth Management, LLC is legally obligated to act as a fiduciary for its clients. This means the firm must prioritize client interests above its own, a standard that distinguishes RIAs from many broker-dealers or insurance agents.

## Related profiles

- [Allianz Global Investors Asia Pacific Limited](https://altss.com/profile/allianz-global-investors-asia-pacific-limited)
- [Leetown Advisors](https://altss.com/profile/leetown-advisors)

---

Last updated: 2026-07-06T01:24:23.004Z

Canonical page: https://altss.com/profile/path-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology