# Your Path Financial LLC

> Your Path Financial LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 298339
- Filed as: YOUR PATH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298339
- AdvisorCensus page: https://advisorcensus.com/firm/your-path-financial-llc-298339

## Quick answers

**How is Your Path Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Your Path Financial LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Your Path Financial LLC registered with the SEC or a state?**
Your Path Financial LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298339.

**How much does Your Path Financial LLC manage?**
Your Path Financial LLC reports $2,446,012 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Your Path Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Your 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/298339

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,446,012
- Discretionary: $2,446,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $2,446,012 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourpathfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Your Path Financial LLC (CRD 298339): Form ADV filing data as of October 2026.