Eric Montgomery Price

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-07

TX RA
APPROVED

Since 2020-10-07

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

500 W 5Th Street Suite 1105, Austin, TX 78701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Price Wealth, Llc Formerly Price Wealth Management, Inc.	Austin	TX	05/2004	09/2020
Pathstone	Austin	TX	10/2020	Present

05/2004 → 09/2020

Price Wealth, Llc Formerly Price Wealth Management, Inc.

Austin, TX
10/2020 → Present

Pathstone

Austin, TX

Previous Registrations

2004-05-25 → 2020-09-30

Price Wealth, Llc

Austin, TX

Austin, TX
2002-05-15 → 2004-06-01

Avalon Investment & Advisory

Houston, TX

Other Businesses

4E Therapeutics, not investment related, member of the Board of Directors, July 2019, a private health care company dedicated to developing neuropathic pain treatments, approximately three hours per month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-11-04

S66 Uniform Combined State Law Examination

1998-11-04

Other Names

Eric M Price

View on SEC IAPD