RIA Intel›Advisers›Florida›PATH FINANCIAL, LLC

PATH FINANCIAL, LLC

Advisory

SARASOTA, FL

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in FL
#1,712
of 2,610 advisers by AUM
Average account
$460K
across 87 accounts
AUM per adviser
$40M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM
$40M
Discretionary %
93.5%
Clients
49
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$40M
Discretionary AUM$37M
Non-Discretionary AUM$3M
Discretionary %93.5%
Total Clients49
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

COSTA FINANCIAL GROUP, INC.
BOCA RATON, FL
$40M
-20.0% 1Y
DELANEY FINANCIAL GROUP, INC.
ORLANDO, FL
$40M
STRATEGIC WEALTH PARTNERS, INC.
$40M
+2.6% 1Y
FIERCE FINANCIAL GROUP LLC
MIAMI BEACH, FL
$40M
ASCENT WEALTH MANAGEMENT GROUP, LLC
CORAL GABLES, FL
$40M
NJR INVESTMENT ADVISORY, INC.
TAMPA, FL
$40M
+49.2% 1Y

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