{
  "crd_number": 309014,
  "slug": "simplepath-wealth-management-llc-palm-harbor-fl-309014",
  "primary_business_name": "SIMPLEPATH WEALTH MANAGEMENT, LLC",
  "legal_name": "SIMPLEPATH WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Palm Harbor",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-06-24",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://clearwateradvisor.com",
    "https://dunedinadvisor.com",
    "https://entersimplepath.com",
    "https://facebook.com/SimplePathRetirement",
    "https://facebook.com/womenswealthadvisor",
    "https://incomeforwomen.com",
    "https://linkedin.com/company/simplepathretirement",
    "https://linkedin.com/company/womenswealthadvisor",
    "https://mysimpleroadmap.com",
    "https://palmharboradvisor.com",
    "https://safetyharboradvisor.com",
    "https://simplepathplan.com",
    "https://simplepathretirement.com",
    "https://tarponspringsadvisor.com",
    "https://trinityadvisor.info",
    "https://twitter.com/celinepastore",
    "https://twitter.com/entersimplepath",
    "https://womenswealthadvisor.org",
    "https://yelp.com/biz/simplepath-retirement-palm-harbor?+osq=simplepath",
    "https://youtube.com/@simplepathretirementllc4597"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309014",
  "city_as_filed": "PALM HARBOR",
  "url": "https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014",
  "display_name": "Simplepath Wealth Management, LLC",
  "summary": "Simplepath Wealth Management, LLC is a state-registered investment advisory firm in Palm Harbor, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Simplepath Wealth Management, LLC (CRD 309014): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Simplepath Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Simplepath Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Simplepath Wealth Management, LLC located?",
      "a": "Simplepath Wealth Management, LLC's principal office is in Palm Harbor, FL, according to its Form ADV."
    },
    {
      "q": "Is Simplepath Wealth Management, LLC registered with the SEC or a state?",
      "a": "Simplepath Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309014."
    },
    {
      "q": "How much does Simplepath Wealth Management, LLC manage?",
      "a": "Simplepath Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 26, 2026."
    },
    {
      "q": "Does Simplepath Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/309014"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309014",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}