AdvisorOS Directory
Claim Profile
Unclaimed Profile
PW

Patrick Scott Wallace

SHOREPATH CAPITAL MANAGEMENT LLC·PARK CITY, Utah
Clean recordSHOREPATH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Scott Wallace is a registered financial advisor based in PARK CITY, Utah, affiliated with SHOREPATH CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SHOREPATH CAPITAL MANAGEMENT LLC
SHOREPATH CAPITAL MANAGEMENT LLC
AUM
$124M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SHOREPATH CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2199783
Firm CRD# 286125
View on FINRA BrokerCheck →

Looking for a financial advisor in PARK CITY?

Browse all registered financial advisors in PARK CITY, Utah or claim this profile if it's yours.

Browse PARK CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patrick Scott Wallace offer?
Patrick Scott Wallace specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PARK CITY, Utah for a consultation.
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, working with SHOREPATH CAPITAL MANAGEMENT LLC. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PARK CITY, Utah

Aly Khan Champsi
DW MANAGEMENT SERVICES, L.L.C.·PARK CITY, UT
Erik Donald Snyder
TIGER GRASS CAPITAL LP·PARK CITY, UT
Alexander Charles Mcaree
RED CEDAR MANAGEMENT, LP·PARK CITY, UT
Camden Alexander Mcrae
BELIEF, LLC·PARK CITY, UT
John Benjamin Benear
DW MANAGEMENT SERVICES, L.L.C.·PARK CITY, UT
Rebekah Saul Butler
GRATITUDE RAILROAD, LLC·PARK CITY, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)LOGAN (23)
City Guides
SALT LAKE CITY GuideLEHI GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Request removal of this profile