# My Investment Path

> My Investment Path is a state-registered investment advisory firm in Coral Gables, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 329641
- Filed as: MY INVESTMENT PATH
- Legal name: Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329641
- AdvisorCensus page: https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641

## Quick answers

**How is My Investment Path compensated?**
On its Form ADV (Item 5.E, October 2026), My Investment Path reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is My Investment Path located?**
My Investment Path's principal office is in Coral Gables, FL, according to its Form ADV.

**Is My Investment Path registered with the SEC or a state?**
My Investment Path is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329641.

**How much does My Investment Path manage?**
My Investment Path reports $2,503,019 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (97% discretionary).

**What types of clients does My Investment Path serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (2).

**Does My Investment Path 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/329641

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $2,503,019
- Discretionary: $2,436,606
- Non-discretionary: $66,413

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,240,833 |
| High net worth individuals | 2 | $1,262,186 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myinvestmentpath.com
- LinkedIn @myinvestmentpath

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Investment Path (CRD 329641): Form ADV filing data as of October 2026.