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OFF THE Beaten Path Financial

OFF THE Beaten Path Financial. CRD 323401

O

CRD: 323401

OFF THE Beaten Path Financial

Wilsall, MT
4064149916
www.obpfinancial.com
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist · Bitgo · Truist Bank
Clients
Retail
Platforms
VertexMatrix
Established Date
12-22-2022
Office Locations
1

Office Locations

-- Wilsall MT

About OFF THE Beaten Path Financial

Off the Beaten Path Financial is a boutique RIA founded by Ryan Sullivan, PE (former mechanical engineer) serving architects, engineers, and other firm owners. The firm combines financial planning, wealth management, retirement plan support, and business advisory with an evidence-based “dynamic investing” approach that adjusts positioning as markets change to manage risk. Portfolios are primarily ETF-based, and engagements start with a 5-Pillars assessment and a 12-month execution plan.

Team overview

-- AVG AGE
$6.1M AVG AUM / ADVISOR
$169.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Vertex catalyst Quantum Ember Element catalyst Delta crest

Client Personas

Radial catalyst

Custodian

Oak Zenith

Investment Themes

Eagle Signal Timber catalyst Foundation ridge

Investment Vehicles

Delta

Platform

Atlas vertex

Services

Vital element Timber peak Eagle frontier Vertex bridge Legacy Zenith atlas Peak Delta Frontier Crest

Technology

Wave legacy Focus

Owner & Executives

Ryan Sullivan

Ryan Sullivan

Chief Compliance Officer, Owner, Trader

CRD
#7635801
Ownership
75% or more
(474) 352-4180
peak.crest@insightcapital.com
in linkedin.com/in/wave-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,103,056 --
Non-Discretionary $0 --
Total $6,103,056 --

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Separately Managed Accounts

Total SMA Asset: $6,103,056

$6.1M Total SMA
Equity - Exchange:
21.6%
Cash:
33.7%
U.S. Government/Agency:
44.7%
Asset class Assets Assets %
Equity - Exchange $268,427,005 21.6%
Cash $418,795,837 33.7%
U.S. Government/Agency $555,494,775 44.7%
Total $1,242,717,617 100.0%

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