← Back to search
SUREPATH WEALTH MANAGEMENT, LLC
CRD 333020
6160 WARREN PKWY, STE 100, FRISCO, TX, 75034, United States
Phone
817-704-8707
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $6.4M |
| High net worth individuals | 13 | $7.6M |
Official SEC filing: View on IAPD