Company Overview
- Website
- surepathwealth.com
- Phone
- (512) 994-0766
- Employees
- 4
- Founded in
- 2016
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$20B
Recent News & Media
Top 10 Financial Advisors in Plano, TX
- Jun 12, 2025
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Patrick Brewer Email & Phone Number | Chief Executive Officer at WealthPlan Group
- May 9, 2025
- saleshandy.com
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
- Sep 7, 2023
- xyplanningnetwork.com
#Compliance toolKit
- Feb 9, 2022
- getconvos.com
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
- Mar 17, 2021
- businesswire.com
SUREPATH WEALTH MANAGEMENT - Investment Adviser Firm
- Feb 26, 2020
- adviserinfo.sec.gov
Who is SurePath Wealth Management
SurePath Wealth Management is a financial planning and wealth management firm based in Texas. The company employs 20-49 people and generates annual revenue of $2.5 million. SurePath Wealth Management provides comprehensive financial planning and advice to clients across the United States. They offer a range of services, including financial planning, insurance planning, tax planning, estate planning, and cash flow management. Their team of financial professionals boasts over six decades of combined experience. The company distinguishes itself as a one-stop-shop for all financial needs, offering a team of professionals including financial planners, insurance specialists, CPAs, and estate attorneys. SurePath Wealth Management operates as a fiduciary firm, legally obligated to prioritize their clients' best interests. Clients can contact SurePath Wealth Management through their website at surepathwealth.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 20M | 63 | Chicago, IL | 2016 | |
| 20M | 23 | New York, NY | 2008 | |
| 20M | 3 | Chicago, IL | ||
| 20M | 5 | Phoenix, AZ | 2003 | |
| 20M | 13 | Scottsdale, AZ | 1977 |