SEC Form ADV

STRAIGHT PATH WEALTH MANAGEMENT

Firm profile: Straight Path Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI
$472.5M
Assets Under Management
3
Total Clients
12
Employees
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Registration Details

Accession
crd-148897
Location
JENISON, MI
Filing Date
February 9, 2026
AUM
$472.5M
Total Clients
3
Institutional Clients
3
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsInsurance CompaniesCorporations

About this Adviser

STRAIGHT PATH WEALTH MANAGEMENT is a registered investment adviser headquartered in JENISON, MI, managing approximately $472.5M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.