# True Path Financial LLC

> True Path Financial LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 336137
- Filed as: TRUE PATH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336137
- AdvisorCensus page: https://advisorcensus.com/firm/true-path-financial-llc-sarasota-fl-336137

## Quick answers

**How is True Path Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Path Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is True Path Financial LLC located?**
True Path Financial LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is True Path Financial LLC registered with the SEC or a state?**
True Path Financial LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 336137.

**How much does True Path Financial LLC manage?**
True Path Financial LLC reports $82,297,617 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does True Path Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does True Path Financial 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/336137

**What changed in True Path Financial LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $82,297,617.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $82,297,617
- Discretionary: $82,297,617
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $16,722,956 |
| High net worth individuals | 32 | $63,515,457 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $2,059,204 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truepathfin.com
- LinkedIn @true-path-financial-1
- LinkedIn @qwattinger
- LinkedIn @rendemonti

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $82,297,617.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Path Financial LLC (CRD 336137): Form ADV filing data as of October 2026.