PUREPATH WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$32M

Discretionary

$24.5M

77% of AUM

Avg account

$99.8K

Accounts

321

Employees

Advisory reps

Firm details

Headquarters: LAND O LAKES, Florida
CRD number: 168247
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI74.32%
Individuals25.6%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Purepath Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm acts as a capital allocator and focuses on financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements are flexible and include percentage of AUM, hourly and fixed fees, plus other billing approaches. Purepath does not identify as an active ESG investor and reports a single‑state footprint; it also lists an industry affiliation with an insurance company.