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SurePath Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,973,168
Clients
52
25% 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
52
HighAverage account size
$268,715
About
SurePath Wealth Management is a small, independent registered investment adviser that provides discretionary and non‑discretionary portfolio management, prepares individualized Investment Policy Statements, and delivers ongoing portfolio monitoring and quarterly reporting for individuals and high‑net‑worth clients. The firm reports about $13.97 million in assets under management across roughly 52 client accounts and limits its investment recommendations primarily to mutual funds, equities, ETFs, fixed income, and insurance products including annuities.
Investment decisions are driven by fundamental analysis and modern portfolio theory with a long‑term trading horizon, and client risk tolerance and objectives are documented in each client’s IPS. The firm also implements and oversees model portfolios through a turnkey asset management program (Bison Wealth), retaining authority to select, monitor, and replace TAMP strategies as part of its advisory services.
Notable distinctions include an insurance affiliation: supervised persons are licensed to sell insurance and may receive commissions for annuities and other insurance products, a conflict of interest the firm says it discloses and documents for clients. Operationally, the firm requires custody at Schwab Institutional, collects fees quarterly in advance, and does not aggregate block trades across multiple client accounts, practices that differ from many peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Annuities
Fee options
Up to 2.00% annually, total annual investment advisory fee inclusive of TAMP fees not to exceed 2.50%
Insurance products commissions accepted by supervised persons, but commissions are not primary source of compensation
Main office location
SurePath Wealth Management, LLC
6160 Warren Pkwy, Ste 100
Frisco TX 75034, United States
Number of offices
1
Most active in
SurePath Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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