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PUREPATH WEALTH MANAGEMENT

Advisory

LAND O' LAKES, FL

Data as of Mar 28, 2025 · Source: SEC Form ADV

Rank in FL

#1,805

of 2,610 advisers by AUM

Average account

$100K

across 321 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$32M

Discretionary AUM$25M

Non-Discretionary AUM$8M

Discretionary %76.6%

Total Clients173

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

173 clients

78 high-net-worth

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

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