$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-13-2020
- Office Locations
- 1
Office Locations
-- Bonita CA
About Create Your Path LLC
Create Your Path is a fee-only fiduciary financial planning firm focused on U.S. federal employees, helping clients optimize FERS pension benefits, coordinate Social Security, and build a TSP investing strategy aligned to risk and goals. The team integrates federal benefits into a broader retirement plan focused on reliable income and benefit maximization, with accounts custodied at Charles Schwab.
Team overview
28 AVG AGE
$1.6M AVG AUM / ADVISOR
$111.3K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOSE CRUZ ARMENTA JR
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #7032493
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,558,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,558,793 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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