PATH Digital Advisors, LLC
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About the firm
Path is a registered investment advisor and SEC-registered crypto robo-investment advisor that provides long-term investment strategies and automation tools for digital asset portfolios. Clients can either manage their own portfolio or let Path build one for them. Path's client accounts have been acquired by Gemini.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managed portfolios (robo-advised, risk-assessed, automatically balanced), self-directed portfolio management, buying and selling digital assets, cryptocurrency conversion, and a mobile app for portfolio tracking and investing
Who they serve
Anyone building their first portfolio or who has been in crypto for years, including individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1 | $150k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| No fee | 0.00% |
| Flat $5/month | 0.00% |
| Flat $20/month | 0.00% |
| Prime Clients | 1.00% |
Data as of March 31, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PATH Digital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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