STRAIGHT PATH WEALTH MANAGEMENT
SEC RegisteredReduce Taxes. Invest Smarter. Optimize Income.
About the firm
Based in Jenison, Michigan, Straight Path Wealth Management serves clients throughout West Michigan and across the country. As an independent Registered Investment Advisor, the firm brings retirement planning, investment management, and tax planning & preparation together in one coordinated plan, providing fiduciary, proactive, and objective advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, social security optimization, retirement planning, and tax planning and preparation, delivered in a coordinated and personalized manner.
Who they serve
Retirees and pre-retirees, including those preparing for retirement, already in retirement, or navigating a major financial decision.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 810 | $191M |
| High Net Worth Individuals | 87 | $243M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$250,000 | 1.50% |
| $250,001-$1,000,000 | 1.35% |
| Over $1,000,000 | 1.35% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRAIGHT PATH WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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