Stonepath Wealth Management

RIASEC Registered

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-form advisory firm that registered with the SEC in 2024. It operates as a capital allocator to both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. The firm uses a mix of fee arrangements—AUM-based fees, hourly charges, fixed fees and other structures—which suggests flexibility in serving different client segments. Stonepath reports an affiliation with an insurance company and does not identify as an active ESG investor.