PATH FINANCIAL, LLC

PATH FINANCIAL, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 146891). Regulatory assets under management: $40.0M.

Registration

• CRD: 146891
• Type: Registered investment adviser
• Location: 1990 MAIN STREET #750, SARASOTA, FL, 34236
• Phone: 941-350-7904
• Latest filing: 2026-06-12
• Regulatory AUM: $40.0M
• Discretionary AUM: $37.4M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search