WealthPath Investment Advisors Employee Directory

Financial ServicesArkansas, United States11-50 Employees

WealthPath Investment Advisors is a financial services firm based in Rogers, Arkansas. It provides investment advisory services through World Investment Advisors, LLC, with securities offered by World Investments, LLC, entities that share common ownership. Financial advisors in this network may also be registered representatives of St. Bernard Financial Services, Inc., which is not an affiliated entity. This arrangement reflects a multi-entity structure intended to deliver advisory and securities services through closely related firms.

The information describes a regional operation within the financial services industry, serving clients who seek professional investment guidance and access to securities via affiliated firms. The firm appears to be composed of a smaller professional team and operates under a structure that connects advisory work with securities distribution through its partner entities.

Find WealthPath Investment Advisors employees' phone numbers or email addresses

WealthPath Investment Advisors Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Asia
1

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  • Sri Lanka
    1

WealthPath Investment Advisors's Leadership

  • Stylized image of a person
    C. K.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. D. A.
    Principal Managing Partner
    Phone icon
  • Stylized image of a person
    E. B.
    Partner, Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    J. M.
    Owner/Partner
    Phone icon
  • Stylized image of a person
    J. M.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. D.
    Partner
    Phone icon
  • Stylized image of a person
    A. R.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    W. M.
    Director
    Phone icon

WealthPath Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WealthPath Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K.
    Managing Partner
    Phone icon
    United StatesArkansas
    Jun 19, 2026
  • Stylized image of a person
    S. D. A.
    Principal Managing Partner
    Phone icon
    United StatesArkansas
    Jun 08, 2026
  • Stylized image of a person
    E. B.
    Partner, Investment Advisor Representative
    Phone icon
    United StatesOklahoma
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Owner/Partner
    Phone icon
    United StatesArkansas
    Apr 26, 2025
  • Stylized image of a person
    J. M.
    Managing Partner
    Phone icon
    United StatesArkansas
    Feb 27, 2024
  • Stylized image of a person
    S. D.
    Partner
    Phone icon
    United StatesArkansas
    Jun 26, 2026
  • Stylized image of a person
    A. R.
    Director Of Operations
    Phone icon
    United StatesArkansas
    Jun 08, 2026
  • Stylized image of a person
    W. M.
    Director
    Phone icon
    United StatesArkansas
    Oct 22, 2024
  • Stylized image of a person
    J. A.
    Client Relations Manager
    Phone icon
    United StatesArkansas
    Jan 22, 2026
  • Stylized image of a person
    A. D.
    Operations Manager
    Phone icon
    United StatesArkansas
    Oct 18, 2024

Frequently Asked Questions

What is WealthPath Investment Advisors known for?

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WealthPath Investment Advisors was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 5305 Village Parkway Suite 5 Rogers, Arkansas 72758 United States; you can contact the main corporate office by phone at . Explore WealthPath Investment Advisors's company overview page for more information.

What is WealthPath Investment Advisors's most common email format?

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WealthPath Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthPath Investment Advisors email formats with LeadIQ.

How many employees does WealthPath Investment Advisors have currently?

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WealthPath Investment Advisors has approximately 13 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are WealthPath Investment Advisors's key employees and leadership?

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As of June 2026, WealthPath Investment Advisors's key employees include:

  • Managing Partner: C. K.
  • Principal Managing Partner: S. D. A.
  • Partner, Investment Advisor Representative: E. B.
  • Owner/Partner: J. M.
  • Managing Partner: J. M.

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