Straight Path Wealth Management, based out of Jenison, MI, is a well-established investment advisory firm catering to a diverse clientele. With over 600 individual clients, they currently manage an impressive $203,172,000 in assets. As a small firm with a singular office location, Straight Path Wealth Management prides itself on providing personalized and attentive service to each of their clients.
Specializing in employer 401Ks and individual investments, Straight Path Wealth Management has garnered extensive experience in this realm. Approximately 90% of the assets they manage are under discretionary control, allowing them to m...
See more
Loading...
Assets Under Mgmt
$203.17M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.