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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHURCHVILLE, PATRICK | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CHURCHVILLE, PATRICK, EVANS | I | PRESIDENT/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (6)
CA CT MA NJ NY RI
Address
170 WESTMINSTER STREET9TH FLOOR
PROVIDENCE, RI 02903
United States
Phone: (401) 455-3794