YOUR PATH FINANCIAL LLC

YOUR PATH FINANCIAL LLC is an SEC-registered investment adviser (CRD 298339). Regulatory assets under management: $2.4M.

Registration

• CRD: 298339
• Type: Registered investment adviser
• Phone: 940-441-4466
• Latest filing: 2026-03-03
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298339 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search