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STONEPATH WEALTH MANAGEMENT
SPWM ADVISORS LLC
CRD 328977 · SEC 801-129202
134 W STATE STREET, SUITE 200, TRAVERSE CITY, MI, 49684, United States
Phone
(231) 668-6999
Fax
231-943-1247
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.5M
Discretionary AUM
$299.5M
Team
13 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersMODEL MANAGEMENT; CONSULTING FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 472 | $126.7M |
| High net worth individuals | 97 | $165.3M |
| Pension/profit sharing plans | 19 | $3.5M |
| Corporations/business entities | 18 | $3.7M |
States served
CA, CO, KY, LA, MI, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD