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STRAIGHT PATH WEALTH MANAGEMENT

JENISON, MI · CRD 148897 · IAPD ↗ · straightpathwealth.com · 616-288-3670

$472.5MRegulatory AUM
10Advisory reps
12Employees
3Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — STRAIGHT PATH WEALTH MANAGEMENT reported RAUM up 36% ($348.0M -> $472.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
February 2026 — STRAIGHT PATH WEALTH MANAGEMENT notice-filed in CA, GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — STRAIGHT PATH WEALTH MANAGEMENT reported RAUM up 28% ($271.5M -> $348.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — STRAIGHT PATH WEALTH MANAGEMENT reported RAUM up 34% ($203.2M -> $272.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — STRAIGHT PATH WEALTH MANAGEMENT grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.