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flexPATH Strategies

ALISO VIEJO, CA
CRD: 174306
In PWD coverage since August 14, 2026 · 6 stories
$2.9BRegulatory AUMSEC Form ADV · Aug 21
5EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 15 – Aug 21
Deal recordFull tracker →
Aug 16, 26Deal announcedMesirow Financial Holdings — coverage
Aug 13, 26Deal announcedMesirow — coverage
Aug 13, 26Deal announcedMesirow Fiduciary Solutions — coverage
PWD coverage
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The 401(k) Fight Now Starts Before the Recordkeeper Is Chosen

OpenArc and Mesirow are moving to control plan design before a recordkeeper is hired, shifting who shapes the menu.
advisers · Aug 18Mesirow buys flexPATH's 3(38) business in second fiduciary deal
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
advisers · Aug 17Mesirow buys flexPATH's 3(38) retirement-plan business
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
M&A · Aug 14Mesirow Buys flexPATH's 3(38) Business in Retirement Push
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