TRAVERSE CITY, MICRD 328977Latest ADV February 24, 2026
Stonepath Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Traverse City, MI. Its latest Form ADV filing, dated February 24, 2026, reports $299M in regulatory assets under management, 13 employees, 5 offices, and 608 accounts.
Assets Under Management
$299M
Employees
13
Offices
5 offices
Total Clients
606
Primary office
TRAVERSE CITY, MI
134 W STATE STREET, SUITE 200, TRAVERSE CITY, MI, United States
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
472
2
HNWI
16.0%
97
3
Pension Plans
3.1%
19
4
Corporations
3.0%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of February 24, 2026
Discretionary100.0%
$299M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$299M
Total Accounts608
10Y AUM Change+$299M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee47:1
10Y Employee Change-1 (-7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.