RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, NMNIPRESIDENT/CHIEF COMPLIANCE OFFICER.E Control
BOERSEN, MATTHEW, BRIANIPRESIDENT/CHIEF COMPLIANCE OFFICER.D Control
BUFFUM, VICTORIA, JOYISECRETARYB
BUFFUM, VICTORIA, JOYISECRETARYB
BUFFUM, VICTORIA, JOYISECRETARYB
BUFFUM, VICTORIA, JOYISECRETARYB
BUFFUM, VICTORIA, JOYISECRETARYB Control
BUFFUM, VICTORIAISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
BUFFUM, VICTORIA, JOYISECRETARYA
Keuning, Jaycob, JohnIWEALTH ADVISOR, PARTNERA
WELCH, KENNETH, JOHNIWEALTH ADVISOR, PARTNERA

Registrations

Federal

IA
Aug 18, 2025 REGISTERED

Notice Filings (5)

FL IL MI NE TX

Address

7699 GEORGETOWN CENTER DRIVE
JENISON, MI 49428
United States
Phone: 616-288-3670