Stonepath Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$299M

Discretionary

$299M

100% of AUM

Avg account

$493K

Accounts

608

Employees

Advisory reps

Firm details

Headquarters: Traverse City, Michigan
CRD number: 328977
Registered since: January 2, 2024
Website: www.stonepathwm.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI55.2%
Individuals42.31%
Corporations / Businesses1.23%
Pension & Profit Sharing Plans1.16%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Stonepath Wealth Management is an independent RIA organized as an LLC that registered with the SEC in 2024. The firm positions itself as a capital allocator and works with both individual & family clients and institutional relationships. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Stonepath charges a mix of fee structures — percentage of AUM, hourly fees, fixed fees and other arrangements — and is not identified as an active ESG investor. FINTRX flags an industry affiliation with an insurance company and classifies ownership as a combination of a domestic entity and an individual. The firm’s practice model includes allocating client capital to third-party managers, which complements its stated service of selecting other advisers for clients.