# Surepath Wealth Management

Surepath Wealth Management is an Asset Manager based in Frisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Frisco, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** surepathwm.com

## Regulatory record

- **CRD number:** 333020
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333020

## About

SurePath Wealth Management, LLC is a state-registered investment adviser in Frisco, TX. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is Surepath's investment philosophy?

The firm applies a long-horizon, evidence-based approach that favors broad diversification over concentrated stock selection. Implementation relies on low-cost ETFs and mutual funds from institutional managers like Vanguard and Dimensional Fund Advisors to capture market returns efficiently. Portfolios are constructed around a strategic asset allocation that is periodically rebalanced to target weights, with tax-loss harvesting applied in taxable accounts to improve after-tax outcomes. The firm explicitly avoids market-timing and the use of proprietary investment products.

### What regulatory standard applies to Surepath's advice?

As a registered investment advisor, Surepath is held to the fiduciary standard under the Investment Advisers Act of 1940. This is a legal obligation to act in the client's best interest at all times. It is a higher standard than the suitability rule that governs broker-dealers, who are only required to ensure that a recommended product is suitable for a client's stated objectives, risk tolerance, and financial circumstances. The fiduciary standard requires full disclosure of material conflicts of interest and the pursuit of best execution on client trades.

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Last updated: 2026-06-03T20:00:00.000Z

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