Clearpath Wealth Management, LLC

Clearpath Wealth Management, LLC (CRD# 146119) is a financial advisory firm headquartered in Providence, RI. They manage $63,995,959 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $15,998,990
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Clearpath Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew C. Carlin
CRD#: 5714891
170 Westminster Street, 9th Floor, Providence, RI 02903
93
Wealthminder
score

Andrew Carlin (CRD# 5714891) is an Investment Advisor Representative working at Clearpath Wealth Management, LLC in Providence, RI and has over 6 years of experience in the finance industry.

2
Patrick E. Churchville
CRD#: 2245842
170 Westminster Street, 9th Floor, Providence, RI 02903
63
Wealthminder
score

Patrick Churchville (CRD# 2245842) is an Investment Advisor Representative working at Clearpath Wealth Management, LLC in Providence, RI and has over 24 years of experience in the finance industry.

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