# Simplepath Wealth Management, LLC

> 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.

- CRD: 309014
- Filed as: SIMPLEPATH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309014
- AdvisorCensus page: https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014

## Quick answers

**How is Simplepath Wealth Management, LLC compensated?**
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.

**Where is Simplepath Wealth Management, LLC located?**
Simplepath Wealth Management, LLC's principal office is in Palm Harbor, FL, according to its Form ADV.

**Is Simplepath Wealth Management, LLC registered with the SEC or a state?**
Simplepath Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309014.

**How much does Simplepath Wealth Management, LLC manage?**
Simplepath Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 26, 2026.

**Does Simplepath Wealth Management, LLC 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/309014

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 2 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)
- clearwateradvisor.com
- dunedinadvisor.com
- entersimplepath.com
- incomeforwomen.com
- mysimpleroadmap.com
- palmharboradvisor.com
- safetyharboradvisor.com
- simplepathplan.com
- simplepathretirement.com
- tarponspringsadvisor.com
- trinityadvisor.info
- womenswealthadvisor.org
- yelp.com/biz/simplepath-retirement-palm-harbor
- Facebook @SimplePathRetirement
- Facebook @womenswealthadvisor
- LinkedIn @simplepathretirement
- LinkedIn @womenswealthadvisor
- X @celinepastore
- X @entersimplepath
- YouTube @simplepathretirementllc4597

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplepath Wealth Management, LLC (CRD 309014): Form ADV filing data as of October 2026.