Straight Path Wealth Management's Form ADV discloses 1.50% on the first $250,000 and 1.35% on assets above $250,000. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #148897), Straight Path Wealth Management is subject to fiduciary duty under federal law.
Straight Path Wealth Management is headquartered in JENISON, MI.
Straight Path Wealth Management serves 87 high-net-worth clients according to their SEC filing dated February 9, 2026. View client details ↓
According to their SEC Form ADV, Straight Path Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Straight Path Wealth Management manages $472 million in client assets according to their SEC filing dated February 9, 2026.
According to their SEC Form ADV, Straight Path Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓