Best Investors
Account
Sign in
Best Investors
Account
Sign in
Truepath Financial Planning CRD 144118
$36.7M regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED | 2021-10-01 |
Branch Locations
3240-B Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Menaul School | Albuquerque | NM | 08/2007 | Present |
| Truepath Financial Planning Llc | Albuquerque | NM | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
Reach out to this advisor