FINANCIAL ARCITECTS, INC
Legal name: STRAIGHT PATH WEALTH MANAGEMENT
CRD #148897 SEC #801-120307 JENISON, MI 616-288-3670
SEC Registered
Total AUM
$348M
Discretionary
$348M
Employees
11
Clients
251
Accounts
1,783
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $348M | $348M | $0 | 11 | 4 |
| Mar 2025 | $348M | $348M | $0 | 10 | 4 |
| Aug 2024 | $271.5M | $271.5M | $0 | 10 | 10 |
| May 2024 | $271.5M | $271.5M | $0 | 9 | 10 |
| Mar 2024 | $272.1M | $250.9M | $21.3M | 9 | 10 |
| Jan 2023 | $203.2M | $182.9M | $20.3M | 5 | 5 |
| Feb 2022 | $244.5M | $206.1M | $38.4M | 5 | 0 |
| Nov 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Jun 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Jun 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Mar 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Mar 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Feb 2021 | $171.5M | $141.4M | $30.1M | 5 | 0 |
| Jan 2021 | $172.9M | $141.4M | $31.5M | 5 | 405 |
| Jan 2021 | $172.9M | $141.4M | $31.5M | 5 | 405 |
| Jan 2021 | $172.9M | $141.4M | $31.5M | 5 | 405 |
DateAug 2025
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees11
Clients4
DateMar 2025
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees10
Clients4
DateAug 2024
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees10
Clients10
DateMay 2024
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees9
Clients10
DateMar 2024
Total AUM$272.1M
Discretionary$250.9M
Non-Disc.$21.3M
Employees9
Clients10
DateJan 2023
Total AUM$203.2M
Discretionary$182.9M
Non-Disc.$20.3M
Employees5
Clients5
DateFeb 2022
Total AUM$244.5M
Discretionary$206.1M
Non-Disc.$38.4M
Employees5
Clients0
DateNov 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateJun 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateJun 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateMar 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateMar 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateFeb 2021
Total AUM$171.5M
Discretionary$141.4M
Non-Disc.$30.1M
Employees5
Clients0
DateJan 2021
Total AUM$172.9M
Discretionary$141.4M
Non-Disc.$31.5M
Employees5
Clients405
DateJan 2021
Total AUM$172.9M
Discretionary$141.4M
Non-Disc.$31.5M
Employees5
Clients405
DateJan 2021
Total AUM$172.9M
Discretionary$141.4M
Non-Disc.$31.5M
Employees5
Clients405