Great Path Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Goshen, NY. Its latest Form ADV filing, dated March 20, 2026, reports $167M in regulatory assets under management, 3 employees, 3 offices, and 283 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
55
2
Individuals
16.7%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 20, 2026
Discretionary97.2%
$163M
97% of total RAUM97.2%
Non-discretionary2.8%
$5M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$167M
Total Accounts283
10Y AUM Change+$127M (+320.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.