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FOURPATH CAPITAL MANAGEMENT, LLC

OKLAHOMA CITY, OK · CRD 313573 · IAPD ↗ · fourpath.com · (405) 253-6080

$1.06BRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — FOURPATH CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($931.1M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
March 2025 — FOURPATH CAPITAL MANAGEMENT, LLC changed its website from prosperaprivatewealth.com to fourpath.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2025 — PROSPERA PRIVATE WEALTH, LLC is now doing business as FOURPATH CAPITAL MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — FOURPATH CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($470.1M -> $931.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
March 2025 — FOURPATH CAPITAL MANAGEMENT, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
September 2024 — PROSPERA PRIVATE WEALTH, LLC notice-filed in CO, FL, KS, LA, MO, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
August 2024 — PROSPERA PRIVATE WEALTH, LLC changed its website from reuterjameswealth.com to prosperaprivatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2024 — REUTER JAMES WEALTH MANAGEMENT, LLC is now doing business as PROSPERA PRIVATE WEALTH, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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