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CLEARPATH WEALTH MANAGEMENT, L.C.
CRD 116029
9393 W. 110TH STREET, SUITE 210, OVERLAND PARK, KS, 66210, United States
Phone
913-336-3500
Fax
888-202-2095
Registration
— (—)
Source
State registered
Total AUM
$63.6M
Discretionary AUM
$60.5M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $34.4M |
| High net worth individuals | 31 | $29.3M |
All web addresses on file
Official SEC filing: View on IAPD