Multipath Wealth Management
Firm details
- Headquarters
- Columbia, South Carolina
- CRD number
- 306130
- Website
- multipathwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.15%
- Individuals31.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Multipath Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed fees. Multipath does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external alternative managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents12%
Contacts
1 of 1
Morris Matthew
Founder & OwnerCRD 7188528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbia, SC
Richland
Location
Columbia, SC
Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- Richland
- Address
- 2191 Pickens St
- Time zone
- ET (UTC-5)
- Office locations
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