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STRAIGHT PATH WEALTH MANAGEMENT
FINANCIAL ARCITECTS, INC
CRD 148897 · SEC 801-120307
7699 GEORGETOWN CENTER DRIVE, JENISON, MI, 49428, United States
Phone
616-288-3670
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.5M
Discretionary AUM
$470.1M
Team
12 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 810 | $191.0M |
| High net worth individuals | 87 | $242.7M |
| Charitable organizations | 2 | $16.5M |
| Insurance companies | 1 | $19.1M |
| Corporations/business entities | 2 | $3.1M |
States served
CA, GA, IL, MI, NE, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD