Multipath Wealth Magement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,503,586
Clients
15
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$366,906
About
Multipath Wealth Management serves individual clients, including both non‑HNW and high‑net‑worth individuals, providing discretionary investment management, ongoing comprehensive financial planning, project‑based plans, and a recently added two‑hour consultation for narrow financial questions. The firm offers both standalone planning engagements and continuous portfolio supervision tailored to each client’s circumstances.
The adviser uses fundamental analysis and a blend of passive and active strategies to build asset‑allocation‑focused portfolios guided by written investment policy statements, and it conducts quarterly account reviews. Clients’ assets are custodied at recommended providers and the firm charges standard percentage‑of‑assets advisory fees while allowing reasonable client‑imposed investment restrictions.
Distinctive features include the firm’s small scale — managing roughly $5.5 million for a limited number of client relationships — and participation in a model marketplace and platform support arrangement with one custodian that the brochure discloses creates economic incentives tied to assets on that platform. The principal’s background includes a recent master’s degree in financial planning and prior technical experience, and the firm does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Income planning
General tax planning
Fee options
Project-Based Financial Planning fees range from $2,500 to $6,000, negotiable
$1 - $1,500,000: 0.5% $1,500,001 - $3,000,000: 0.3% $3,000,001 - $6,000,000: 0.2% over $6,000,000+: 0%
$200 per hour with a 2-hour minimum for new clients
Ongoing Comprehensive Financial Planning: upfront charge $1,250 - $2,500 plus monthly fee $100 - $625 or quarterly fee $300 - $1,875
Main office location
Multipath Wealth Magement
2191 Pickens Street, Ste 307
Columbia SC 29201, United States
Number of offices
1
Most active in
Multipath Wealth Magement has reported serving >5 clients in these states in the last 12 months.
South Carolina
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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