Purepath Wealth Management
State-registered
Wealth Manager · Boutique (under $100M)
CRD 168247
· Land O' Lakes, FL
· purepathwealth.com
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ADV data as of Mar 28, 2025
- Regulatory AUM
- $32.0M
- Discretionary
- $24.5M
- Clients
- 173
- Avg AUM / client
- $185K
- Accounts
- 321
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 94 | $8.2M | 25.6% |
| High net worth individuals | 78 | $23.8M | 74.3% |
| Corporations and other businesses | 1 | $25.2K | 0.08% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2025 | 1.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $24.1M (75% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2025.
View current Form ADV (SEC/IAPD) ↗