Trusted Path Wealth Management, LLC

Overview

Trusted Path Wealth Management, LLC is an independent, California-registered limited liability advisory firm that focuses on serving individual and family clients. The firm is owned by an individual and offers financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes a percentage-of-AUM fee with hourly and fixed-fee arrangements. The firm does not identify as an ESG investor, is not positioned as a multi-state or related adviser, and does not represent itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices