# Clearpath Wealth Management, L.C.

> Clearpath Wealth Management, L.C. is a state-registered investment advisory firm in Overland Park, KS, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 116029
- Filed as: CLEARPATH WEALTH MANAGEMENT, L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116029
- AdvisorCensus page: https://advisorcensus.com/firm/clearpath-wealth-management-l-c-overland-park-ks-116029

## Quick answers

**How is Clearpath Wealth Management, L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Clearpath Wealth Management, L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Clearpath Wealth Management, L.C. located?**
Clearpath Wealth Management, L.C.'s principal office is in Overland Park, KS, according to its Form ADV.

**Is Clearpath Wealth Management, L.C. registered with the SEC or a state?**
Clearpath Wealth Management, L.C. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 116029.

**How much does Clearpath Wealth Management, L.C. manage?**
Clearpath Wealth Management, L.C. reports $63,645,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (95% discretionary).

**What types of clients does Clearpath Wealth Management, L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (31).

**Does Clearpath Wealth Management, L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116029

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $63,645,000
- Discretionary: $60,520,000
- Non-discretionary: $3,125,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $34,368,300 |
| High net worth individuals | 31 | $29,276,700 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearpath.company

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearpath Wealth Management, L.C. (CRD 116029): Form ADV filing data as of October 2026.