$36.7M Total AUM
$36.7M Disc. AUM
-- 3Y CAGR
3 Employees
115 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2007
- Office Locations
- 2
Office Locations
3240-B Juan Tabo Blvd NE Suite A-2 Albuquerque NM
-- Prescott AZ
About Truepath Financial Planning
TruePath Financial Planning is a retail RIA in Albuquerque providing holistic financial planning—cash flow/savings and debt guidance, tax-aware charitable giving, retirement planning (including Roth IRA), and ongoing investment management. Portfolios emphasize diversified ETF and public-fund solutions, with the ability to align holdings to client values. Primary custodian includes Charles Schwab.
Team overview
57 AVG AGE
$18.3M AVG AUM / ADVISOR
$318.8K AVG AUM / CLIENT
8.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOEL EDWARD NANCE
Owner, President
- CRD
- #5144487
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RANDALL D LOEMKER
Owner, PRINCIPAL
- CRD
- #5663458
Available
Available
Available
Troy D Williamson
Director
- CRD
- #7414322
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,665,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,665,586 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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