Straight Path Wealth Management
Firm details
- Headquarters
- Jenison, Michigan
- CRD number
- 148897
- Registered since
- February 11, 2021
- Website
- www.straightpathadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
- Derivatives1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$392M in ETFs
47%
$182M
52%
$210M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $87.6M | 1,969,785 | 22.36% |
Location
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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