Investment adviser · CRD 148897
STRAIGHT PATH WEALTH MANAGEMENT
Investment adviser filing (IA)
FINANCIAL ARCITECTS, INC
JENISON, MI, United States · Form ADV filed Feb 9, 2026
- Regulatory AUM
- $472M Form ADV · Item 5.F
- Client accounts
- 2,069 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 87 | $242,673,907 | 51.4% |
| Individuals | 810 | $191,048,826 | 40.4% |
| Insurance companies | Fewer than 5 | $19,078,188 | 4.0% |
| Charities | Fewer than 5 | $16,512,302 | 3.5% |
| Corporations & businesses | Fewer than 5 | $3,138,817 | 0.7% |
Filing source
Form ADV 2048663 · Feb 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
7699 GEORGETOWN CENTER DRIVEJENISON, MI, 49428, United States
CRD 148897
Filing source
Form ADV 2048663 · Feb 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.