EQUAL PATH INVESTMENTS

EQUAL PATH INVESTMENTS of TACOMA, WA is an SEC-registered investment adviser (CRD 329289). Regulatory assets under management: $23.3M.

Registration

• CRD: 329289
• Type: Registered investment adviser
• Location: 539 BROADWAY, TACOMA, WA, 98402
• Phone: 253-254-8354
• Latest filing: 2026-08-06
• Regulatory AUM: $23.3M
• Discretionary AUM: $23.3M
• Clients: 4
• Accounts: 32

Business model

Compensation: 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 329289 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search