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STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, MI
(231) 668-6999
SEC #801-129202Total AUM
$299.5M
Employees
13Clients
607Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
134 W STATE STREET
SUITE 200
TRAVERSE CITY
MI 49684
United States
SUITE 200
TRAVERSE CITY
MI 49684
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(231) 668-6999
Other Offices
5
Financials
Total AUM
$299.5M
Accounts
608Discretionary
$299.5M
Accounts
608Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
472AUM
$126.7M
HNW Individual Clients
97AUM
$165.3M
Pension/Profit Sharing Plan Clients
19AUM
$3.5M
Charitable Organization Clients
1AUM
$293.1K
Corporation or Business Clients
18AUM
$3.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL MANAGEMENT; CONSULTING FEES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
CACOFLKYLAMINCTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.