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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2021
- Office Locations
- 2
Office Locations
About Purposepath Capital, LLC
PurposePath Capital is a retail-focused RIA delivering holistic financial and retirement planning alongside ongoing investment management, with coaching to help clients navigate major life transitions including becoming suddenly single and legacy decisions. Portfolios emphasize balancing growth and volatility across a client’s retirement journey. The firm also runs an investor education podcast and custodies with Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GERLANDO DISALVO
Chief Compliance Officer, FINANCIAL PLANNER, Founder
- CRD
- #5702935
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Benjamin Harris
--
- CRD
- #6909308
Nicholas Troiani
--
- CRD
- #5631966
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,998,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,998,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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