STRAIGHT PATH WEALTH MANAGEMENT
Firm details
- Headquarters
- JENISON, Michigan
- CRD number
- 148897
- Registered since
- February 11, 2021
- Website
- www.straightpathadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI51.36%
- Individuals40.44%
- Insurance Companies4.04%
- Charitable Organizations3.5%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Straight Path Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-AUM charge with hourly billing for certain services. The firm identifies as not being a capital allocator and does not describe itself as an active ESG investor. Industry linkages include relationships with an accounting firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
- Derivatives1%
- Other1%
Owners & executives
1 of 1VICTORIA BUFFUM
Chief Operating OfficerCRD 7088902
Contacts
3 of 8KENNETH WELCH
Wealth AdvisorCRD 7329182
Joshua Walther
Wealth AdvisorCRD 7462500
Samuel Genzink
Associate Wealth AdvisorCRD 8143805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$335M in ETFs
46%
$153M
53%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $70.7M | 1,820,547 | 21.14% |
Location
JENISON, MI
OTTAWA
Location
JENISON, MI
Headquartered in JENISON, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- OTTAWA
- Address
- 7699 Georgetown Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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