Straight Path Wealth Management
Straight Path Wealth Management is an SEC-registered mass-market adviser in Jenison, MI with $472.5M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Straight Path Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148897, SEC 801-120307, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $472.5M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Jenison, MI
- Employees
- 12
- Clients
- 901
- CRD
- 148897
- Ownership
- BOERSEN, MATTHEW, BRIAN; BUFFUM, VICTORIA, JOY; WELCH, KENNETH, JOHN; Keuning, Jaycob, John; BUFFUM, VICTORIA
How much AUM does Straight Path Wealth Management have?
Straight Path Wealth Management reported $472.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Straight Path Wealth Management?
Disclosed owners and executives of Straight Path Wealth Management include BOERSEN, MATTHEW, BRIAN, BUFFUM, VICTORIA, JOY, WELCH, KENNETH, JOHN, Keuning, Jaycob, John, BUFFUM, VICTORIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.