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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2023
- Office Locations
- 2
Office Locations
About Retirepath Wealth, LLC
RetirePath (RetirePath Wealth, LLC) is an independent Arkansas-based advisory firm focused on retirement income planning, including Social Security claiming, tax planning, and estate planning coordination. The team takes a holistic, simplified approach and pairs investment guidance with insurance solutions (life, health, long-term care) and Medicare enrollment support through affiliated agencies—relevant for retirees seeking integrated planning beyond portfolio management.
Team overview
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Owner & Executives
DALE EDWARD COLCLASURE JR
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #3080503
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Warren Gentry Jr.
--
- CRD
- #4636435
CORY GREER JOHNSON
--
- CRD
- #4260615
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,834,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,834,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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