Unclaimed Profile

Patrick Scott Wallace

SHOREPATH CAPITAL MANAGEMENT LLC·PARK CITY, Utah

Series 7, Series 8, Series 24, Series 63Clean record14 years registeredSHOREPATH CAPITAL MANAGEMENT LLC

1389 CENTER DRIVE, PARK CITY, UT 84098CRD# 2199783Firm CRD# 286125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Scott Wallace · PARK CITY, UT

Registration

CRD #2199783 · SHOREPATH CAPITAL MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHOREPATH CAPITAL MANAGEMENT LLC

SHOREPATH CAPITAL MANAGEMENT LLC

Feb 2017 – Jul 2025

PARK CITY, UT

RANGER ASSET MANAGEMENT, LLC

Apr 2012 – Jan 2013

KENILWORTH, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · April 23, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHOREPATH CAPITAL MANAGEMENT LLC

CRD 286125 · SEC 801-129545

AUM

$124M

Regulatory assets under management

Employees

9 client accounts

Services offered by SHOREPATH CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SHOREPATH CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Scott Wallace offer?

Patrick Scott Wallace specializes in Investment Management, Retirement Planning, Wealth Management.

What are Patrick Scott Wallace's credentials?

Patrick Scott Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Scott Wallace located?

Patrick Scott Wallace is based in PARK CITY, Utah, last registered with SHOREPATH CAPITAL MANAGEMENT LLC.

How does Patrick Scott Wallace charge for services?

Patrick Scott Wallace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHOREPATH CAPITAL MANAGEMENT LLC?

SHOREPATH CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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