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KINGS PATH PARTNERS LLC

SUGAR LAND, TX · CRD 269876 · IAPD ↗ · kingspath.com · (832) 500-3101

$1.53BRegulatory AUM
4Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2024 — KINGS PATH PARTNERS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2024 — KINGS PATH PARTNERS LLC crossed $1B in regulatory AUM ($981.3M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.