CLEARPATH WEALTH MANAGEMENT, LLC
CRD #146119 SEC #801-68715 PROVIDENCE, RI (401) 455-3794
SEC Registered Private Funds
Total AUM
$71.7M
Discretionary
$71.7M
Employees
1
Clients
51
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $71.7M | $71.7M | $0 | 1 | 26 |
| May 2012 | $71.7M | $71.7M | $0 | 1 | 26 |
| Apr 2012 | $71.7M | $71.7M | $0 | 1 | 26 |
| Mar 2012 | $71.7M | $71.7M | $0 | 1 | 26 |
| Mar 2011 | $78.3M | $78.3M | $0 | 5 | -- |
| Mar 2010 | $75.3M | $75.3M | $0 | 5 | -- |
| Mar 2008 | $42.5M | $42.5M | $0 | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2012
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--