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).
Current Firm Details
Clearpath Wealth Management, LLC
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts4ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
RI
Financial Advisors at Clearpath Wealth Management, LLC
No Advisor Found.
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