Straight Path Wealth Management

CRD 148897 · Jenison, MI · $472.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148897
SEC number: 801-120307
Firm type: RIA
Assets under management: $472.5M as of Feb 9, 2026
Website: www.straightpathwealth.com ↗
Phone: 616-288-3670
Address: 7699 Georgetown Center Drive, Jenison, MI, 49428

Advisors at this firm

9 in our index · page 1 of 1

Matthew Brian BoersenCRD 5700339 · Jenison, MI

IA Registered
Victoria Joy BuffumCRD 7088902 · Jenison, MI

IA Registered
Samuel John GenzinkCRD 8143805 · Jenison, MI

IA Registered
Jaycob John KeuningCRD 7168941 · Jenison, MI

IA Registered
David Arnold LutzCRD 1811378 · Jenison, MI

IA Registered
Thomas James ProosCRD 3238215 · Jenison, MI

IA RegisteredRegistration inactive
Madelyn Kay RozeboomCRD 7168775 · Jenison, MI

IA Registered
Kenneth John WelchCRD 7329182 · Jenison, MI

IA Registered
Joshua Leonard WaltherCRD 7462500 · Jenison, MI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 148897 ↗ FINRA BrokerCheck record for firm CRD 148897 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.