Trusted Path Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,577,137
Clients
3
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$1,192,379
About
The firm provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients. It is a fee‑only registered adviser managing about $3.58 million across three clients and generally expects accounts of $300,000 or more (the minimum may be waived).
Investment decisions are guided by modern portfolio theory and a mix of passive and active vehicles, with primary allocations to stocks, bonds, mutual funds, ETFs, and government and municipal securities. Financial planning is offered on both a project basis and as an ongoing engagement that follows a defined quarterly cadence of reviews and deliverables covering cash flow, insurance and estate review, mid‑year investment assessment, and year‑end tax and benefits planning.
The firm was formed in 2025 and operates as a solo practice with no additional staff; its principal maintains outside employment as a lead software engineer that the brochure discloses consumes roughly half of trading‑hour time. The combination of a very small client roster, recent formation, and the principal’s outside employment distinguishes the firm from many peers and may affect how services and availability are delivered.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning: fixed fees ranging from $3,600 to $10,500
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300/hour for Project-Based Financial Planning
Account minimum: $300,000 Fee-only: Ongoing Financial Planning: $3,600 to $10,500 quarterly (fixed recurring fee); Project-Based Financial Planning: $3,600 to $10,500 (fixed) or $300/hour
Main office location
Trusted Path Wealth Management, LLC
Santa Rosa CA, United States
Number of offices
1
Most active in
Trusted Path Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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