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).

Current Firm Details
134 W State Street, Suite 200, Traverse City, MI 49684
https://stonepathwm.com/
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, KY, MI, OH, TX

Financial Advisors at Stonepath Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Steven Adams, financial advisor Traverse City MI
Steven A. Adams
CRD#: 5992425
134 W State Street, Suite 200, Traverse City, MI 49684

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.

2
Nicholes Baldwin, financial advisor Traverse City MI
Nicholes C. Baldwin
CRD#: 6883237
134 W State Street, Suite 200, Traverse City, MI 49684

Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 5 years of experience in the finance industry.

3
Michael Dreyer, financial advisor Traverse City MI
Michael D. Dreyer
CRD#: 4620521
134 W State Street, Suite 200, Traverse City, MI 49684

Michael Dreyer (CRD# 4620521) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 20 years of experience in the finance industry.

4
Lauren Golba, financial advisor Traverse City MI
Lauren R. Golba
CRD#: 6872812
134 W State Street, Suite 200, Traverse City, MI 49684

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.

5
Matthew Golba, financial advisor Traverse City MI
Matthew T. Golba
CRD#: 5575219
134 W State Street, Suite 200, Traverse City, MI 49684

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.

6
David Knight, financial advisor Traverse City MI
David H. Knight
CRD#: 6016451
134 W State Street, Suite 200, Traverse City, MI 49684

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.

7
Raymond Beaird, financial advisor Cadiz KY
Raymond W. Beaird
CRD#: 7340884
Cadiz, KY

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.

8
Marc Ruemmler, financial advisor Traverse City MI
Marc H. Ruemmler
CRD#: 7750478
134 W State Street, Suite 200, Traverse City, MI 49684

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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