CREATE YOUR PATH LLC

CREATE YOUR PATH LLC is an SEC-registered investment adviser (CRD 310062). Regulatory assets under management: $1.6M.

Registration

• CRD: 310062
• Type: Registered investment adviser
• Phone: 619-483-8690
• Latest filing: 2026-03-19
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 26

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search