# PUREPATH WEALTH MANAGEMENT

PUREPATH WEALTH MANAGEMENT of LAND O' LAKES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168247
- Type: SEC-registered investment adviser
- Location: 2719 LETAP COURT, LAND O' LAKES, FL, 34638
- Phone: 727-834-2000
- Latest filing: 2025-03-28
- Regulatory AUM: $32.0M
- Discretionary AUM: $24.5M
- Non-discretionary AUM: $7.5M
- Clients: 4
- Accounts: 321

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168247/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168247/similar
- Related entities: https://search.stillhousedata.com/firm/168247/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168247

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.