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).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $70,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI

Financial Advisors at Straight Path Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Boersen
CRD#: 5700339
1345 Monroe Nw, Ste 231, Grand Rapids, MI 49505
93
Wealthminder
score

Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Grand Rapids, MI and has over 7 years of experience in the finance industry.

2
Derrin Leigh
CRD#: 4105513
1344 Baldwin St, Jenison, MI 49428
93
Wealthminder
score

Derrin Leigh (CRD# 4105513) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.