CLEARPATH WEALTH MANAGEMENT, L.C.

CLEARPATH WEALTH MANAGEMENT, L.C. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 116029). Regulatory assets under management: $63.6M.

Registration

• CRD: 116029
• Type: Registered investment adviser
• Location: 9393 W. 110TH STREET, SUITE 210, OVERLAND PARK, KS, 66210
• Phone: 913-336-3500
• Latest filing: 2026-02-17
• Regulatory AUM: $63.6M
• Discretionary AUM: $60.5M
• Non-discretionary AUM: $3.1M
• Clients: 4
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search