Stonepath Wealth Management, LLC

Stonepath Wealth Management, LLC (CRD# 164695) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $20,305,859 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Stonepath Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Cray J. Coppins
CRD#: 4703374
10 E. Scranton Ave, Suite 202, Unit #7, Lake Bluff, IL 60044

Cray Coppins (CRD# 4703374) is an Investment Advisor Representative working at Stonepath Wealth Management, LLC in Lake Bluff, IL and has over 6 years of experience in the finance industry. Cray Coppins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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