RIA Intel›Advisers›New Mexico›TRUEPATH FINANCIAL PLANNING LLC

TRUEPATH FINANCIAL PLANNING LLC

Advisory

ALBUQUERQUE, NM

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in NM

#56

of 61 advisers by AUM

Average account

$171K

across 215 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NM, TX

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

77 clients

13 high-net-worth

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

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