SUREPATH FINANCIAL SERVICES, LLC

SUREPATH FINANCIAL SERVICES, LLC of WOODSTOCK, GA is an SEC-registered investment adviser (CRD 289576). Regulatory assets under management: $34.4M.

Registration

• CRD: 289576
• Type: Registered investment adviser
• Location: 3380 TRICKUM ROAD, WOODSTOCK, GA, 30188-3681
• Phone: 770-924-7071
• Latest filing: 2026-02-18
• Regulatory AUM: $34.4M
• Discretionary AUM: $34.4M
• Clients: 2
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, 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 289576 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search