LP Profile

Straight Path Wealth Management

Also known as straight path wealth

Wealth ManagerJenison, United StatesFounded 2002
$245M
Assets Under Management
Jenison
Headquarters
Investment Focus

About Straight Path Wealth Management

Straight Path Wealth Management is a wealth manager based in Jenison, US. Founded in 2002. Reported AUM: 245 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Straight Path Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$472.5M
Total Clients
2,069
Filing Date
February 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Straight Path Wealth Management?

Straight Path Wealth Management is a wealth manager based in Jenison, United States, managing approximately $245M in assets.

Where is Straight Path Wealth Management headquartered?

Straight Path Wealth Management is headquartered in Jenison, United States.

How much does Straight Path Wealth Management manage?

Straight Path Wealth Management manages approximately $245M in assets under management.

When was Straight Path Wealth Management founded?

Straight Path Wealth Management was founded in 2002.

How can I contact Straight Path Wealth Management?

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