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Straight Path Wealth Management

Headquartered in JENISON, MI

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Firm Information

Straight Path Wealth Management is an investment advisor registered with the SEC and located in Jenison, MI. The firm provides financial planning, portfolio management for individuals and businesses, and manages approximately $271,530,000 in assets for 1,609 clients. They primarily serve individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.

Straight Path Wealth Management

7699 GEORGETOWN CENTER DRIVE

JENISON, MI 49428

$271.53M

Assets Under Management

10

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STRAIGHT PATH WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

JENISON, MI

Advisors at Straight Path Wealth Management

View All 6 Advisors
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Thomas James Proos

RA

JENISON, MI

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Kenneth John Welch

RA

JENISON, MI

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David Arnold Lutz

RA

JENISON, MI

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Victoria Joy Buffum

RA

JENISON, MI

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Matthew Brian Boersen

CFP®, RA

JENISON, MI

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Madelyn Kay Rozeboom

CFP®, RA

JENISON, MI

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Jaycob John Keuning

RA

JENISON, MI

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Daniel Joseph Cook

CFP®, RA

JENISON, MI

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Disclosures

There are no public disclosures for Straight Path Wealth Management.

Frequently Asked Questions (9)

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