Brayden
Cleland

Riverpath Investments LLC

CRD#7692063
Investment Advisor
in Folsom, CA

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About this Advisor

Brayden Cleland is a financial advisor based in Folsom, California, working with Riverpath Investments LLC. Brayden has previously held positions at Ridgeview Financial Planning, Skylounge Restaurant, California State University, Sunnyside Restaurant, Mayacama, Cary & Associates, Allworth Financial, L.P, and Riverpath Investments LLC. Brayden is registered to provide services in California. Currently, Brayden is part of Riverpath Investments LLC, which operates out of Folsom, California. The firm has 2 offices and 4 employees. The firm manages assets totaling $255.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Riverpath Investments LLC includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Folsom, CA

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Riverpath Investments LLC Brokerage Details

Total Assets Under Management

$255,357,194

Total Number of Employees

4

Total Number of Accounts

206

Average Account Size

$1,239,598

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Brayden Cleland Work History

2024 - Present (1 year)

Riverpath Investments LLC

2023 - 2023 (< 1 year)

Ridgeview Financial Planning

2023 - 2024 (1 year)

Allworth Financial, L.P

2018 - 2023 (5 years)

Ridgeview Financial Planning

2018 - 2018 (< 1 year)

Skylounge Restaurant

2017 - 2017 (< 1 year)

Skylounge Restaurant

2016 - 2016 (< 1 year)

Sunnyside Restaurant

2015 - 2015 (< 1 year)

Mayacama

2014 - 2018 (4 years)

California State University

2013 - 2015 (2 years)

Cary & Associates

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Disclosures

Please visit the SEC profile of Brayden Cleland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riverpath Investments LLC

Brayden Cleland
Folsom, CA
Daniel Weiler
Folsom, CA
Tim Brockway
Sacramento, CA
John Kelly
Bend, OR

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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