Simplepath Wealth Management, LLC
Firm details
- Headquarters
- Palm Harbor, Florida
- CRD number
- 309014
- Website
- www.simplepathretirement.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Simplepath Wealth Management, LLC is a domestic limited liability company that acts as a capital allocator and financial adviser to individual and small-business clients. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting, the selection of other advisers, and educational seminars/workshops among its advisory activities. It also identifies an affiliation with an insurance company. Fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. The firm does not describe itself as an active ESG investor.
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
Contacts
2 of 2
Celine Pastore
FounderCRD 5767412
Maxime Choiniere
Director of Financial PlanningCRD 6571079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Harbor, FL
Pinellas
Location
Palm Harbor, FL
Headquartered in Palm Harbor, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 220 Palm Harbor Blvd
- Time zone
- ET (UTC-5)
- Office locations
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