CRD: 116029
Clearpath Wealth Management, L.c.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-1998
- Office Locations
- 1
Office Locations
About Clearpath Wealth Management, L.c.
ClearPath Wealth Management (Overland Park, KS) is a tax-first RIA integrated with ClearPath Tax & Accounting, coordinating tax planning, investment management, and insurance strategies for business owners, families, and retirees in the Kansas City area and beyond. The firm emphasizes tax-efficient diversification and planning for qualified and cash balance plans, deferred income, and business exit/continuation needs. Custody includes Schwab and Fidelity.
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KEITH DUANE HANSON
Principal
- CRD
- #5196563
MEGHAN DEANN HEIN
--
- CRD
- #7760951
Matrix zenith
Zenith peak delta
- CRD
- #31565
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,520,000 | -- |
| Non-Discretionary | $3,125,000 | -- |
| Total | $63,645,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,645,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,157,520,925 | 19.5% |
| Other | $2,231,937,784 | 37.6% |
| Equity - OTC | $836,976,669 | 14.1% |
| Cash | $1,709,569,367 | 28.8% |
| Total | $5,936,004,745 | 100.0% |