Straight Path Wealth Management

Straight Path Wealth Management (CRD# 148897) is a financial advisory firm headquartered in Jenison, MI. They manage $33,084,257 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $162,977
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 - 3 of 3 top financial advisors.
1
Matthew Boersen
CRD#: 5700339
1344 Baldwin St, Jenison, MI 49428
96
Wealthminder
score

Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 8 years of experience in the finance industry. Matthew Boersen 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.

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 18 years of experience in the finance industry.

3
Sean M. Livingston
CRD#: 6695283
1344 Baldwin St, Jenison, MI 49428
88
Wealthminder
score

Sean Livingston (CRD# 6695283) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has 1 year of experience in the finance industry.

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