RIA Intel›Advisers›Kansas›CLEARPATH WEALTH MANAGEMENT, L.C.

CLEARPATH WEALTH MANAGEMENT, L.C.

Advisory

OVERLAND PARK, KS

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in KS

#229

of 271 advisers by AUM

Average account

$386K

across 165 accounts

AUM per adviser

$16M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$64M

Discretionary AUM$61M

Non-Discretionary AUM$3M

Discretionary %95.1%

Total Clients165

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

165 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CENTRALIS CAPITAL LLC

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TRENDSTAR ADVISORS, LLC

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