SAGE PATH SOLUTIONS
BARBARA J NORMAN, LLC
CRD 307479
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$75.8M
Discretionary AUM
$75.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Verify reputation
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- SEC IAPD →
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- FINRA BrokerCheck →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $27.3M |
| High net worth individuals | 19 | $48.5M |
All web addresses on file
- https://www.sagepathsolutions.com
- https://linktr.ee/barbaranorman?fbclid=PAZXh0bgNhZW0CMTEAAabUtKwK7VLv_6LFxz65YDQcSCv9oM5_vhF5FUq
- https://www.instagram.com/sagepathsolutions/
- https://www.youtube.com/@sagepathsolutions
- https://www.linkedin.com/company/sagepathsolutions/
- https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp®-cdfa®-a7b83a29
- https://music.amazon.com/podcasts/5cc9b20d-992f-4964-a763-3a05b331bf4d
- https://open.spotify.com/show/3q3FqotuXt62tKz55hXLCd
- https://podcasts.apple.com/us/podcast/sage-money-conversations-with-barbara-norman-cfp/id1761661109
- https://www.stitcher.com/s?fid=665976
- https://tunein.com/podcasts/Business--Economics-Podcasts/Sage-Money-Conversations-p1572604/
Official SEC filing: View on IAPD