Straight Path Wealth Management

RIASEC Registered
Total AUM
$472M
Discretionary
$470M
99% of AUM
Avg account
$228K
Accounts
2,069
Employees
12
Advisory reps
10

Firm details

Headquarters
Jenison, Michigan
CRD number
148897
Registered since
February 11, 2021
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

FINTRX

Overview

Straight Path Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (registered in 2021) and serves both individual and family clients as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is primarily fee-based, using a percentage-of-AUM schedule supplemented by hourly billing for certain services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 18%, Cash & Cash Equivalents 2%, Derivatives 1%, Other 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents2%
  • Derivatives1%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 137

Active vs passive

$392M in ETFs

Passive

47%

$182M

Active

52%

$210M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$87.6M1,969,78522.36%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth