SUREPATH WEALTH MANAGEMENT, LLC

SUREPATH WEALTH MANAGEMENT, LLC of FRISCO, TX is an SEC-registered investment adviser (CRD 333020). Regulatory assets under management: $14.0M.

Registration

• CRD: 333020
• Type: Registered investment adviser
• Location: 6160 WARREN PKWY, FRISCO, TX, 75034
• Phone: 817-704-8707
• Latest filing: 2026-03-12
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM.

Clients served: 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 333020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search