SUNPATH FINANCIAL

SUNPATH FINANCIAL of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 312343). Regulatory assets under management: $4.3M.

Registration

• CRD: 312343
• Type: Registered investment adviser
• Location: 100 BAYVIEW CIRCLE, NEWPORT BEACH, CA, 92660
• Phone: 949-649-4779
• Latest filing: 2026-06-08
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

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 312343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search