Stonepath Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

328977

SEC number

801-129202

Firm type

RIA

Assets under management

$299.5M as of Jun 29, 2026

Website

www.linkedin.com/company/stonepath-wealth-management ↗

Phone

(231) 668-6999

Address

134 W State Street, Traverse City, MI, 49684

Advisors at this firm

9 in our index · page 1 of 1

• Steven A AdamsCRD 5992425 · Traverse City, MI
  IA RegisteredRegistration inactive
• Nicholes Cain-Jayshoun BaldwinCRD 6883237 · Traverse City, MI
  IA RegisteredRegistration inactive
• Raymond William BeairdCRD 7340884 · Cadiz, KY
  IA RegisteredRegistration inactive
• Nolan Maximus BaldwinCRD 8142536 · Traverse City, MI
  IA Registered
• Michael Dale DreyerCRD 4620521 · Sandusky, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Thomas GolbaCRD 5575219 · Traverse City, MI
  IA RegisteredRegistration inactive
• Lauren Renee GolbaCRD 6872812 · Traverse City, MI
  IA RegisteredRegistration inactive
• David Howard KnightCRD 6016451 · Traverse City, MI
  IA RegisteredRegistration inactive
• Marc Herbert RuemmlerCRD 7750478 · Traverse City, 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.

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