Surepath Wealth Management

Surepath Wealth Management (CRD# 283458) is a financial advisory firm headquartered in , . They manage $14,712,259 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $113,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

MA, TX

Financial Advisors at Surepath Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael P. Brewer
CRD#: 5546428
8000 Interstate 10 Frontage Road, #1500, San Antonio, TX 78230
96
Wealthminder
score

Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Surepath Wealth Management in San Antonio, TX and has over 9 years of experience in the finance industry.

2
Brian W. Ott
CRD#: 6144188
67 South Bedford Street, Suite 400 West, Burlington, MA 01803
90
Wealthminder
score

Brian Ott (CRD# 6144188) is an Investment Advisor Representative working at Surepath Wealth Management in Burlington, MA and has over 5 years of experience in the finance industry.

3
Timothy J. Power
CRD#: 4746589
1000 Heritage Center Circle V323, Round Rock, TX 78664
81
Wealthminder
score

Timothy Power (CRD# 4746589) is an Investment Advisor Representative working at Surepath Wealth Management in Round Rock, TX and has over 13 years of experience in the finance industry.

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