RIA Intel›Advisers›Montana›OFF THE BEATEN PATH FINANCIAL, LLC

OFF THE BEATEN PATH FINANCIAL, LLC

Advisory

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$80K

across 76 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT

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

29 clients

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

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Advisers of similar size in MT

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

KIPLING & CO.

$6M

ADVANCED PRACTICE PLANNING, LLC

$6M

BDL WEALTH MANAGEMENT PLLC

BILLINGS, MT

$6M

WANGERIN, JAMES C

DEER LODGE, MT

$5M

LARSEN FINANCIAL SERVICES

$5M

ENTRUSTED WEALTH LLC

KALISPELL, MT

$8M

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