RIA Intel›Advisers›California›GOLD PATH INVESTMENT GROUP

GOLD PATH INVESTMENT GROUP

Advisory

CA

Data as of Jun 15, 2026 · Source: SEC Form ADV

Rank in CA

#5,379

of 5,480 advisers by AUM

Average account

$72K

across 4 accounts

AUM per adviser

$288K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$288K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$288K

Discretionary AUM$288K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

WILLIAMS, VINCENT RAYNARD

$290K

HYPO FINANCIAL SERVICES AND INVESTMENT ADVISER

YORBA LINDA, CA

$294K

LION CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA

$300K

ROCKWATER MUNICIPAL ADVISORS, LLC

$300K

LOS ANGELES, CA

$275K

BARRETTO, JOSEPH NIEVERA

$274K

Get the full picture on GOLD PATH INVESTMENT GROUP

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GOLD PATH INVESTMENT GROUP and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans