Trusted Path Wealth Management, LLC

Overview

Trusted Path Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component as well as hourly and fixed fees. The adviser is not identified as a capital allocator, does not report being an active ESG investor, and is not described as a multi-state or pension consultant. The SEC registration year is not listed in the available record.

Assets & Accounts

Public Holdings

Investments & Alternatives