LIGHTPATH WEALTH & TAX ADVISORS

LIGHTPATH WEALTH & TAX ADVISORS is an SEC-registered investment adviser (CRD 312276).

Registration

• CRD: 312276
• Type: Registered investment adviser
• Phone: 502-767-9071
• Latest filing: 2025-02-20
• Clients: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312276 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search