A complete list of active advisors currently associated with SurePath Wealth Management, LLC

Warmer can help you find a great advisor at SurePath Wealth Management, LLC or one who fits your needs even better.

SurePath Wealth Management is a small, independent registered investment adviser that provides discretionary and non‑discretionary portfolio management, prepares individualized Investment Policy Statements, and delivers ongoing portfolio monitoring and quarterly reporting for individuals and high‑net‑worth clients. The firm reports about $13.97 million in assets under management across roughly 52 client accounts and limits its investment recommendations primarily to mutual funds, equities, ETFs, fixed income, and insurance products including annuities. Investment decisions are driven by fundamental analysis and modern portfolio theory with a long‑term trading horizon, and client risk tolerance and objectives are documented in each client’s IPS. The firm also implements and oversees model portfolios through a turnkey asset management program (Bison Wealth), retaining authority to select, monitor, and replace TAMP strategies as part of its advisory services. Notable distinctions include an insurance affiliation: supervised persons are licensed to sell insurance and may receive commissions for annuities and other insurance products, a conflict of interest the firm says it discloses and documents for clients. Operationally, the firm requires custody at Schwab Institutional, collects fees quarterly in advance, and does not aggregate block trades across multiple client accounts, practices that differ from many peers.

To learn more about the advisors currently working at SurePath Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Eric Edwards	Frisco, TX	5

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