STRAIGHT PATH WEALTH MANAGEMENT

Legal name: FINANCIAL ARCITECTS, INC

CRD 148897File 801-120307

APPROVED

Retail clients

Filing as of Feb 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$472.5M

Above cohort median (national)

Discretionary AUM

$470.1M

Non-discretionary $2.4M

Clients

902

2,069 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Feb 11, 2021
Principal office: 7699 GEORGETOWN CENTER DRIVE, JENISON, MI, 49428
Phone: 616-288-3670
Website: HTTP://WWW.STRAIGHTPATHWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $472.5M
Discretionary AUM: $470.1M
Non-discretionary AUM: $2.4M
Discretionary accounts: 2,063
Non-discretionary accounts: 6
Total accounts: 2,069
AUM per client: $524K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.1M
Insurance companies	Fewer than 5	$19.1M
Charitable organizations	Fewer than 5	$16.5M
High net worth individuals	87	$242.7M
Individuals (other than high net worth individuals)	810	$191.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.