Stonepath Wealth Management

Stonepath Wealth Management (CRD# 328977) is a financial advisory firm headquartered in Traverse City, MI. They manage $177,974,559 in 965 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, KY, MI, OH, TX

Financial Advisors at Stonepath Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Steven A. Adams
CRD#: 5992425
134 W State Street, Suite 200, Traverse City, MI 49684

Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 12 years of experience in the finance industry.

2
Nicholes C. Baldwin
CRD#: 6883237
134 W State Street, Suite 200, Traverse City, MI 49684

Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.

3
Michael D. Dreyer
CRD#: 4620521
134 W State Street, Suite 200, Traverse City, MI 49684

Michael Dreyer (CRD# 4620521) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 21 years of experience in the finance industry.

4
Lauren R. Golba
CRD#: 6872812
134 W State Street, Suite 200, Traverse City, MI 49684

Lauren Golba (CRD# 6872812) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.

5
Matthew T. Golba
CRD#: 5575219
134 W State Street, Suite 200, Traverse City, MI 49684

Matthew Golba (CRD# 5575219) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 15 years of experience in the finance industry.

6
David H. Knight
CRD#: 6016451
134 W State Street, Suite 200, Traverse City, MI 49684

David Knight (CRD# 6016451) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 9 years of experience in the finance industry.

7
Raymond W. Beaird
CRD#: 7340884
Cadiz, KY

Raymond Beaird (CRD# 7340884) is an Investment Advisor Representative working at Stonepath Wealth Management in Cadiz, KY and has over 3 years of experience in the finance industry.

8
Marc H. Ruemmler
CRD#: 7750478
134 W State Street, Suite 200, Traverse City, MI 49684

Marc Ruemmler (CRD# 7750478) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has 1 year of experience in the finance industry.

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