Stonepath Wealth Management
Stonepath Wealth Management (CRD# 328977) is a financial advisory firm headquartered in Traverse City, MI. They manage $177,974,559 in 965 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts965ACCOUNTS
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Average Account Value$184,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, KY, MI, OH, TX
Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.
Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.
Michael Dreyer (CRD# 4620521) is an Investment Advisor Representative working at Stonepath Wealth Management in Sandusky, MI and has over 21 years of experience in the finance industry.
Lauren Golba (CRD# 6872812) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.
Matthew Golba (CRD# 5575219) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 15 years of experience in the finance industry.
David Knight (CRD# 6016451) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 9 years of experience in the finance industry.
Raymond Beaird (CRD# 7340884) is an Investment Advisor Representative working at Stonepath Wealth Management in Cadiz, KY and has over 3 years of experience in the finance industry.
Marc Ruemmler (CRD# 7750478) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has 1 year of experience in the finance industry.