Straight Path Wealth Management

Overview

Straight Path Wealth Management is an independent registered investment adviser established with SEC registration in 2021 and owned by an individual principal. The firm serves both individual and family clients as well as institutional entities, offering financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fees are charged primarily as a percentage of assets under management and via hourly billing for some services. Straight Path does not position itself as a capital allocator or fund sponsor; it is not an active ESG investor and is not registered as a multi-state adviser. Its listed industry relationships include connections to accounting and insurance firms, which suggests coordination with tax and risk-transfer professionals as part of client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices