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PUREPATH WEALTH MANAGEMENT
CRD 168247
2719 LETAP COURT, SUITE 101, LAND O' LAKES, FL, 34638, United States
Phone
727-834-2000
Fax
(727) 848-2133
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$24.5M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Corporation
Filing date
2025-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $8.2M |
| High net worth individuals | 78 | $23.8M |
| Corporations/business entities | 1 | $25K |
All web addresses on file
Official SEC filing: View on IAPD