STRAIGHT PATH WEALTH MANAGEMENT

7699 Georgetown Center Drive
Jenison, Michigan 49428
Tel: 616-288-3670

About STRAIGHT PATH WEALTH MANAGEMENT

STRAIGHT PATH WEALTH MANAGEMENT, formally registered with the SEC as STRAIGHT PATH WEALTH MANAGEMENT. The firm was established in 02/11/2021. They have over 1 offices throughout the country.

STRAIGHT PATH WEALTH MANAGEMENT is a Jenison, Michigan based Financial Planning firm with nearly $271,529,999 assets under management, offering retirement planning & investment advisory services to 1609 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148897
SEC#	801-120307
Assets Managed by Firm	$271,529,999
No. of Clients	1609
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1609	$271,529,999
Individuals (other than high net worth individuals)	685	$132,502,543
High net worth individuals	51	$120,749,279
Charitable organizations	1	$1,434,843
Corporations or other businesses	2	$16,843,334

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