PUREPATH WEALTH MANAGEMENT

PUREPATH WEALTH MANAGEMENT of LAND O' LAKES, FL is an SEC-registered investment adviser (CRD 168247). Regulatory assets under management: $32.0M.

Registration

• CRD: 168247
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search