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FLEXPATH STRATEGIES

FLEXPATH STRATEGIES LLC

CRD 174306 · SEC 801-80914

Visit website

120 VANTIS SUITE 480, ALISO VIEJO, CA, 92656, United States

Phone

949-418-6030

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.91B

Discretionary AUM

$2.91B

Team

5 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Pension consultingSelection of other advisers3(38) ADVISOR TO RETIREMENT PLANS

Client types

TypeClientsAUM
Corporations/business entities741$2.91B

States served

AZ, CA, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, UT, VA, WV, WI, MO, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD