RIA Intel›Advisers›Washington›EQUAL PATH INVESTMENTS LLC

EQUAL PATH INVESTMENTS LLC

Advisory

TACOMA, WA

Data as of Aug 6, 2026 · Source: SEC Form ADV

Average account

$728K

across 32 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, OR, WA

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

32 clients

11 high-net-worth

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

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