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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.