FourPath Capital Management

EST. AUM
$1,058,662,371

CONTACTS
2

CLIENT ACCOUNTS
2,334

Firm Details

Metro area Oklahoma City
CRD Number 313573
Website fourpath.com
Client types

Overview

FourPath Capital Management, LLC (formerly Prospera Private Wealth) is a boutique registered investment adviser that provides wealth management and investment advisory services to individuals, high-net-worth clients, and institutions. The firm focuses on delivering personalized portfolio management and financial planning solutions, with an emphasis on long-term capital preservation, risk management, and tax efficiency. Its client base includes individuals, families, retirement plans, and corporate entities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FourPath Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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