A complete list of active advisors currently associated with Trusted Path Wealth Management, LLC
Warmer can help you find a great advisor at Trusted Path Wealth Management, LLC or one who fits your needs even better.
The firm provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients. It is a fee‑only registered adviser managing about $3.58 million across three clients and generally expects accounts of $300,000 or more (the minimum may be waived). Investment decisions are guided by modern portfolio theory and a mix of passive and active vehicles, with primary allocations to stocks, bonds, mutual funds, ETFs, and government and municipal securities. Financial planning is offered on both a project basis and as an ongoing engagement that follows a defined quarterly cadence of reviews and deliverables covering cash flow, insurance and estate review, mid‑year investment assessment, and year‑end tax and benefits planning. The firm was formed in 2025 and operates as a solo practice with no additional staff; its principal maintains outside employment as a lead software engineer that the brochure discloses consumes roughly half of trading‑hour time. The combination of a very small client roster, recent formation, and the principal’s outside employment distinguishes the firm from many peers and may affect how services and availability are delivered.
To learn more about the advisors currently working at Trusted Path 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 |
|---|---|---|
Santa Rosa, CA
| 0
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