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, LLC-structured registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that selects third‑party managers. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting work, and manager selection services. Stonepath does not position itself as an active ESG investor and lists an industry affiliation with an insurance company.