Stonepath Wealth Management
Stonepath Wealth Management is an SEC-registered mass-market adviser in Traverse City, MI with $299.5M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Stonepath Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328977, SEC 801-129202, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $299.5M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Traverse City, MI
- Employees
- 13
- Clients
- 606
- CRD
- 328977
- Ownership
- GOLBA, MATTHEW, THOMAS; PRESTIGE WORLDWIDE ENTERPRISES INC; LRG FINANCIAL, INC.; Golba, Lauren, Renee; HMK AND CO L.L.C.
How much AUM does Stonepath Wealth Management have?
Stonepath Wealth Management reported $299.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Stonepath Wealth Management?
Disclosed owners and executives of Stonepath Wealth Management include GOLBA, MATTHEW, THOMAS, PRESTIGE WORLDWIDE ENTERPRISES INC, LRG FINANCIAL, INC., Golba, Lauren, Renee, HMK AND CO L.L.C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.