$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconVertex
- Established Date
- 11-18-2019
- Office Locations
- 1
Office Locations
2191 Pickens Street STE 307 Columbia SC
About Multipath Wealth Magement
Multipath Wealth Management provides financial planning and tax-efficient investment management for early- and mid-career medical professionals (physicians, nurses, therapists, and similar roles). The firm builds simple, risk-managed portfolios aligned to client goals and emphasizes independent, objective advice under a signed fiduciary oath. Member of NAPFA and the XYPN CFP Network.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$262.1K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Meridian eagle
Client Personas
Quantum pathway
Custodian
Ridge Summit atlas Element beacon Insight catalyst Crest
Investment Themes
Peak summit Frontier
Investment Vehicles
Horizon signal Crest
Services
Unison Peak Insight Meridian legacy Wave element Optima Radial quantum
Technology
Beacon north Vector vector
Owner & Executives
M
Matthew Jonathan Morris
Chief Compliance Officer, Financial Advisor, Owner, PRINCIPAL
- CRD
- #7188528
- Ownership
- 75% or more
(592) 351-5048
insight.unison@capitalcapital.com
in linkedin.com/in/crest-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,503,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,503,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,503,586
Public Funds:
43.5% Cash:
56.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,779,731,283 | 43.5% |
| Cash | $3,610,455,575 | 56.5% |
| Total | $6,390,186,858 | 100.0% |