Surepath Wealth Management
Surepath Wealth Management (CRD# 283458) is a financial advisory firm headquartered in Austin, TX. They manage $9,336,967 in 72 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Surepath Wealth Management
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts72ACCOUNTS
-
Average Account Value$129,680
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Surepath Wealth Management
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.