SPWM ADVISORS LLC
Legal name: STONEPATH WEALTH MANAGEMENT
CRD #328977 SEC #801-129202 TRAVERSE CITY, MI (231) 668-6999
SEC Registered
Total AUM
$225.8M
Discretionary
$225.8M
Employees
12
Clients
25
Accounts
1,100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $225.8M | $225.8M | $0 | 12 | 4 |
| Apr 2025 | $225.8M | $225.8M | $0 | 12 | 4 |
| Mar 2025 | $218.7M | $218.7M | $0 | 12 | 0 |
| Oct 2024 | $178M | $178M | $0 | 11 | 0 |
| Sep 2024 | $178M | $178M | $0 | 11 | 0 |
| Jul 2024 | $178M | $178M | $0 | 11 | 0 |
| Jun 2024 | $178M | $178M | $0 | 11 | 0 |
| Apr 2024 | $178M | $178M | $0 | 11 | 0 |
| Apr 2024 | $178M | $178M | $0 | 11 | 0 |
| Mar 2024 | $0 | $0 | $0 | 11 | 0 |
| Jan 2024 | $0 | $0 | $0 | 11 | 0 |
| Dec 2023 | $0 | $0 | $0 | 14 | 0 |
| Dec 2023 | $0 | $0 | $0 | 14 | 0 |
| Nov 2023 | $0 | $0 | $0 | 14 | 0 |
| Nov 2023 | $0 | $0 | $0 | 14 | 0 |
DateAug 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees12
Clients4
DateApr 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees12
Clients4
DateMar 2025
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees12
Clients0
DateOct 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateSep 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateApr 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateApr 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0