Retirepath Wealth, LLC: new SEC registration, $110M AUM, Little Rock, AR
Retirepath Wealth, LLC (Little Rock, Arkansas): new SEC registration, $110M AUM, Little Rock, AR. Its amount of 110 is below the median of 135 (24th percentile). Dated 16 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 110 · 24th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related AR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Retirepath Wealth, LLC |
| Legal name | Retirepath Wealth, LLC |
| CRD | 324109 |
| Status | Approved |
| Registered with the SEC | 2026-10-20 |
| Latest Form ADV filing | 2026-10-26 |
| Location | Little Rock, AR, United States |
| Regulatory AUM | $109,738,269 |
| Accounts | 760 |
| Employees | 5 |
| Website | https://theretirepath.com |
| amount percentile | 24th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (4 AR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-20
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (AR first): Whiterock Wealth Design, LLC · Hatcher Capital Investments, INC. · Hulsey Capital Management, INC. · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Retirepath Wealth, LLC and 4 Arkansas peers
- Arkansas NewRiaPulse records like this one: 4
- Retirepath Wealth, LLC's amount: 24th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Arkansas peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $110M under management.
- Website on file.
What is the NewRiaPulse record for Retirepath Wealth, LLC in Little Rock, Arkansas?
Retirepath Wealth, LLC received SEC registration as an investment adviser (2026-10-20) with $109,738,269 in regulatory assets under management, based in Little Rock, AR.
How does Retirepath Wealth, LLC compare to other Arkansas NewRiaPulse records?
Its amount of 110 is below the median (24th percentile); smaller records often move faster and face less competition. It is 16 days old, still within a typical 45-day follow-up window. Its Score of 75/100 puts it among the stronger signals in this feed.
Retirepath Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Arkansas NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.