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GREAT PATH PLANNING

GOSHEN, NY · CRD 284461 · IAPD ↗ · greatpath.com · 845-397-7284

$167.2MRegulatory AUM
2Advisory reps
3Employees
2Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — GREAT PATH PLANNING notice-filed in GA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — GREAT PATH PLANNING added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
August 2025 — GREAT PATH PLANNING changed its website from greatpathfp.com to greatpath.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
August 2025 — GREAT PATH PLANNING notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — GREAT PATH PLANNING added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2024 — GREAT PATH PLANNING reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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