Daniel Jay Weiler
Investment adviser representative at Riverpath Investments LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$362.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Riverpath Investments LLCMar 2015 to now
- Storehouse Financial, LLCFeb 2008 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Riverpath Investments LLC
$362.9MAssets managed
232Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315966
- Firm CRD
- 226671