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PATH DIGITAL ADVISORS, LLC

CRD 312983File 801-121345
APPROVED
Retail clients
Filing as of Mar 31, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$150K
Bottom 25% of cohort (national)
Discretionary AUM
$150K
Clients
1
1 accounts
Employees
4
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 4, 2021
Principal office
444 WEST LAKE STREET, SUITE 1700, CHICAGO, IL, 60606
Phone
872.272.0483

Assets & accounts

ADV Item 5F
Total regulatory AUM
$150K
Discretionary AUM
$150K
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$150K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)1$150K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.