{
  "crd_number": 148897,
  "slug": "straight-path-wealth-management-jenison-mi-148897",
  "primary_business_name": "STRAIGHT PATH WEALTH MANAGEMENT",
  "legal_name": "FINANCIAL ARCITECTS, INC",
  "dbas": [],
  "city": "Jenison",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-09",
  "carried_forward": false,
  "raum_total": 472452040.0,
  "raum_discretionary": 470050793.0,
  "raum_non_discretionary": 2401247.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 16512302.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 191048826.0,
      "count": 810
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 19078188.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 242673907.0,
      "count": 87
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3138817.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "IL",
    "MI",
    "NE",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/StraightPathWealth",
    "https://instagram.com/straightpathwealth",
    "https://linkedin.com/company/straight-path-wealth-management",
    "https://straightpathadvisors.com",
    "https://straightpathwealth.com",
    "https://youtube.com/@straightpathwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148897",
  "city_as_filed": "JENISON",
  "url": "https://advisorcensus.com/firm/straight-path-wealth-management-jenison-mi-148897",
  "display_name": "Straight Path Wealth Management",
  "summary": "Straight Path Wealth Management is an SEC-registered investment advisory firm in Jenison, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.",
  "citation": "AdvisorCensus. Straight Path Wealth Management (CRD 148897): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Straight Path Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Straight Path Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "What does Straight Path Wealth Management's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 9, 2026 states: Up to $250,000: 1.5% a year; $250,001 to $1,000,000: 1.35% a year; Above $1,000,000: 1.35% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Straight Path Wealth Management located?",
      "a": "Straight Path Wealth Management's principal office is in Jenison, MI, according to its Form ADV."
    },
    {
      "q": "Is Straight Path Wealth Management registered with the SEC or a state?",
      "a": "Straight Path Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 148897."
    },
    {
      "q": "How much does Straight Path Wealth Management manage?",
      "a": "Straight Path Wealth Management reports $472,452,040 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (99% discretionary)."
    },
    {
      "q": "How have Straight Path Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Straight Path Wealth Management: Regulatory assets under management: $171,450,000 in the October 2021 data and $472,452,040 in the October 2026 data, up 176%. Total employees: 5 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Straight Path Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (810); high net worth individuals (87); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Straight Path Wealth Management use?",
      "a": "Straight Path Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Straight Path Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148897"
    },
    {
      "q": "What changed in Straight Path Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $347,960,970 to $472,452,040 (+36%). Employees performing advisory functions went from 9 to 10."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 171450000.0,
      "total_employees": 5,
      "filing_date": "2021-06-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 244527348.0,
      "total_employees": 5,
      "filing_date": "2022-02-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 203172269.0,
      "total_employees": 5,
      "filing_date": "2023-01-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 271529999.0,
      "total_employees": 10,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 347960970.0,
      "total_employees": 10,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 472452040.0,
      "total_employees": 12,
      "filing_date": "2026-02-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $347,960,970 to $472,452,040 (+36%).",
        "Employees performing advisory functions went from 9 to 10."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA, GA, SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 8 to 9."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 9, 2026",
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1.5%"
      },
      {
        "band": "$250,001 to $1,000,000",
        "rate": "1.35%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "1.35%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $250,000: 1.5% a year",
          "$250,001 to $1,000,000: 1.35% a year",
          "Above $1,000,000: 1.35% a year"
        ],
        "quotes": [
          "$0-250,000 1.50% \n$250,001-$1,000,000 1.35% \nfor assets over $1,000,000 1.35%"
        ]
      }
    ],
    "quotes": [
      "$0-250,000 1.50% \n$250,001-$1,000,000 1.35% \nfor assets over $1,000,000 1.35%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/straight-path-wealth-management-jenison-mi-148897.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 810,
      "fewer_than_5": false,
      "raum": 191048826.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 242673907.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 16512302.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 19078188.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3138817.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148897",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}