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STRAIGHT PATH WEALTH MANAGEMENT
Legal name: FINANCIAL ARCITECTS, INC
CRD 148897File 801-120307
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$472.5M
Above cohort median (national)
Discretionary AUM
$470.1M
Non-discretionary $2.4M
Clients
902
2,069 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 12 | increased by1 |
| Mar 1, 2026 | Clients | 797 | 902 | increased by105 |
| Mar 1, 2026 | AUM | $347,960,970 | $472,452,040 | increased by$124,491,070 |
| Mar 1, 2026 | Accounts | 1,783 | 2,069 | increased by286 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 10 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 482 | 797 | increased by315 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $244,527,348 | $347,960,970 | increased by$103,433,622 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,087 | 1,783 | increased by696 |
| Mar 1, 2022 | Clients | 654 | 482 | decreased by172 |
| Mar 1, 2022 | AUM | $171,450,000 | $244,527,348 | increased by$73,077,348 |
| Mar 1, 2022 | Accounts | 1,094 | 1,087 | decreased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRAIGHT PATH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRAIGHT PATH” may also match similarly-named firms). Confirm identity against each filing.
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.