TRUSTED PATH WEALTH MANAGEMENT, LLC

TRUSTED PATH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 336395). Regulatory assets under management: $3.6M.

Registration

• CRD: 336395
• Type: Registered investment adviser
• Phone: 707-264-1235
• Latest filing: 2026-05-29
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, 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 336395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search