COREPATH WEALTH PARTNERS LLC

Overview

Corepath Wealth Partners LLC is an independent registered investment adviser that serves individuals and families and acts as a capital allocator. The firm charges fees by percentage of AUM as well as hourly and fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational workshops. Corepath leans toward equity-oriented portfolios, using exchange-traded vehicles as the primary building blocks for client portfolios while supplementing those exposures with third‑party managers for alternative strategies. The firm is not positioned as an ESG-focused investor. As an allocator, it curates external managers and funds to fill active and alternative sleeves rather than relying solely on proprietary products. That approach supports a core-and-satellite structure: broad-market ETF exposures for the core and manager-driven or fund-based allocations for satellites and alternatives.

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