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EQUAL PATH INVESTMENTS
EQUAL PATH INVESTMENTS LLC
CRD 329289
539 BROADWAY, #J1, TACOMA, WA, 98402, United States
Phone
253-254-8354
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.7M
Discretionary AUM
$9.7M
Team
2 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.4M |
| High net worth individuals | 6 | $5.3M |
All web addresses on file
- https://equalpathinvest.com/
- https://www.youtube.com/@equalpathinvest
- https://www.instagram.com/equal_path_investments/
- https://www.facebook.com/EqualPathInvestments/
- https://www.pinterest.com/EqualPath/
- https://www.linkedin.com/company/equal-path-investments
- https://www.feeonlynetwork.com/
- https://www.tiktok.com/@equal_path_invest
Official SEC filing: View on IAPD