Data / Investment advisers / Michigan / Straight Path Wealth Management
Straight Path Wealth Management, Jenison, MI: $472 million AUM, SEC registered investment adviser
Straight Path Wealth Management is an SEC registered investment adviser with its main office in Jenison, Michigan and reports $472 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals, individuals and insurance companies. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 148897
- SEC file number
- 801-120307
- SEC status
- Approved, effective February 11, 2021
- Legal name
- Financial Arcitects, Inc
- Main office
- 7699 Georgetown Center Drive, Jenison, MI 49428
- Phone
- (616) 288-3670
- Website
- straightpathwealth.com
- Regulatory AUM
- $472,452,040 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $470,050,793
- Non discretionary AUM
- $2,401,247
- Accounts
- 2,069
- Employees
- 12, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $242.7 million |
| Individuals (other than high net worth individuals) | 810 | $191 million |
| Insurance companies | 1 | $19.1 million |
| Charitable organizations | 2 | $16.5 million |
| Corporations or other businesses | 2 | $3.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $472.5 million | February 9, 2026 |
| December 1, 2025 | $348 million | August 18, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | $512.5 million | Not listed | adviserinfo.sec.gov |
| MKD Wealth | Troy | $505.7 million | Not listed | adviserinfo.sec.gov |
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | Not listed | adviserinfo.sec.gov |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | Not listed | adviserinfo.sec.gov |
| SS&H Financial Advisors, Inc. | Troy | $482.2 million | Not listed | adviserinfo.sec.gov |
| Lakeshore Financial Planning Inc. | Saint Clair Shores | $469.3 million | Not listed | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 5 | adviserinfo.sec.gov |
| Miller Financial Services LLC | Marshall | $462.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Straight Path Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.