Straight Path Wealth Management
Straight Path Wealth Management (CRD# 148897) is a financial advisory firm headquartered in Jenison, MI. They manage $29,101,550 in 411 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts411ACCOUNTS
Average Account Value$70,807
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Derrin Leigh (CRD# 4105513) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 18 years of experience in the finance industry.