P
CRD: 289359
Path Wealth Management, LLC
Chandler, AZ
4807727512
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2017
- Office Locations
- 1
Office Locations
-- Chandler AZ
About Path Wealth Management, LLC
Path Wealth Management, LLC is a Chandler-based RIA. The firm has been operating for 8 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Catalyst focus Vital horizon Signal
Client Personas
Catalyst vital
Investment Themes
Momentum Horizon
Investment Vehicles
Bridge
Services
Vital beacon Timber radial Legacy
Owner & Executives
R
RYAN W SUBLETTE
Managing Member, President
- CRD
- #5714428
- Ownership
- 75% or more
(255) 838-3585
foundation.north@frontiercapital.com
in linkedin.com/in/quantum-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
35.2% Equity - OTC:
33.9% Cash:
30.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,409,739,881 | 35.2% |
| Equity - OTC | $1,357,675,624 | 33.9% |
| Cash | $1,237,527,338 | 30.9% |
| Total | $4,004,942,843 | 100.0% |