Home
Financial Advisor
Michigan
Traverse City
STONEPATH WEALTH MANAGEMENT

STONEPATH WEALTH MANAGEMENT

Tel: (231) 668-6999 134 W State Street Suite 200 Traverse City, Michigan 49684

About STONEPATH WEALTH MANAGEMENT

STONEPATH WEALTH MANAGEMENT is a Traverse City, Michigan based financial advisory firm with nearly $177,974,559 in assets under management and provides investment advisory services for 965 clients. There are currently 11 financial advisors at the firm.

General Information
Firm CRD#:

328977

Firm SEC#:

801-129202

Assets Under Management:

$177,974,559

No. of Clients:

965

No. of Advisors:

11

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (MODEL MANAGEMENT; CONSULTING FEES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Traverse City

FirmCRD#:140381
SEC#:801-66666
No. of Advisors:10
No. of Clients:2052
AUM:$890,838,064
FirmCRD#:312902
SEC#:801-120502
No. of Advisors:5
No. of Clients:875
AUM:$257,768,883
FirmCRD#:300918
SEC#:801-114962
No. of Advisors:9
No. of Clients:1525
AUM:$253,122,835
FirmCRD#:124242
SEC#:801-120528
No. of Advisors:5
No. of Clients:506
AUM:$175,368,687
FirmCRD#:150996
SEC#:801-120926
No. of Advisors:2
No. of Clients:973
AUM:$165,227,714
FirmCRD#:144719
SEC#:801-68219
No. of Advisors:3
No. of Clients:317
AUM:$116,624,038

Explore More Financial Advisor Firms in Traverse City, Michigan >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.