P
$32.0M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
4 Employees
173 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2014
- Office Locations
- 1
Office Locations
2719 Letap Court Suite 101 Land O' Lakes FL
About Purepath Wealth Management
Purepath Wealth Management is a Land O' Lakes-based RIA. The firm has been operating for 12 years. Managing $32.0M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$16.0M AVG AUM / ADVISOR
$185.2K AVG AUM / CLIENT
6.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Element quantum Frontier vital Catalyst Pathway foundation
Investment Themes
Atlas Prime Radial
Investment Vehicles
Optima harbor
Services
North Oak Eagle ember Unison bridge Radial Summit optima
Owner & Executives
A
AMY BARNDOLLAR
President
- CRD
- --
- Ownership
- 50% but less than 75%
(451) 810-7438
vertex.optima@summitcapital.com
in linkedin.com/in/eagle-summit
H
HUGH ORDWAY BARNDOLLAR
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #3027317
- Ownership
- 50% but less than 75%
(979) 812-6314
oak.insight@zenithcapital.com
in linkedin.com/in/summit-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,534,781 | -- |
| Non-Discretionary | $7,503,145 | -- |
| Total | $32,037,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,037,926
Public Funds:
30.0% Private Funds:
8.7% Equity - Exchange:
33.2% Cash:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,356,728,725 | 30.0% |
| Private Funds | $683,451,330 | 8.7% |
| Equity - Exchange | $2,608,113,123 | 33.2% |
| Cash | $2,207,469,240 | 28.1% |
| Total | $7,855,762,418 | 100.0% |