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STONEPATH WEALTH MANAGEMENT
Legal name: SPWM ADVISORS LLC
CRD 328977File 801-129202
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$299.5M
Below cohort median (national)
Discretionary AUM
$299.5M
Clients
606
608 accounts
Employees
13
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2024
- Principal office
- 134 W STATE STREET, SUITE 200, TRAVERSE CITY, MI, 49684
- Phone
- (231) 668-6999
- Website
- https://stonepathwm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.5M
- Discretionary AUM
- $299.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 608
- Non-discretionary accounts
- 0
- Total accounts
- 608
- AUM per client
- $494K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $3.7M |
| Charitable organizations | Fewer than 5 | $293K |
| High net worth individuals | 97 | $165.3M |
| Pension and profit sharing plans | 19 | $3.5M |
| Individuals (other than high net worth individuals) | 472 | $126.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | 12 | 13 | increased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 554 | 606 | increased by52 |
| Mar 1, 2026 | AUM | $225,790,792 | $299,456,317 | increased by$73,665,525 |
| Mar 1, 2026 | Accounts | 1,100 | 608 | decreased by492 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STONEPATH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONEPATH WEALTH” 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.