Wealth Manager
    Manages Private Funds

    Truepath Financial Planning

    Registered investment advisor · Albuquerque, New Mexico · CRD #144118

    Assets Under Management
    $29M
    Client Accounts
    214
    Employees
    2
    CRD Number
    144118
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Truepath Financial Planning

    Truepath Financial Planning is a registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $29M in regulatory assets across 214 client accounts. The firm's full regulatory record is filed with the SEC under CRD #144118.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Truepath Financial Planning

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    Frequently Asked Questions

    What is Truepath Financial Planning's AUM?

    Truepath Financial Planning reports approximately $29M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Truepath Financial Planning headquartered?

    Truepath Financial Planning is headquartered in Albuquerque, New Mexico.

    What is Truepath Financial Planning's CRD number?

    Truepath Financial Planning's CRD number is 144118. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Truepath Financial Planning manage?

    Truepath Financial Planning manages approximately 214 client accounts according to its latest SEC filing.

    Is Truepath Financial Planning SEC registered?

    Truepath Financial Planning is registered as a STATE investment adviser.

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