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- Custodian
- Raymond James ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 3
Office Locations
About Stonepath Wealth Management
Stonepath Wealth Management is a Michigan-based RIA providing comprehensive financial planning and investment management, including retirement planning, insurance, education savings, business retirement plans, and charitable giving strategies. The firm emphasizes research-driven, goal-focused decisions with asset allocation and risk management, often implemented with ETFs and mutual funds. Offers an online advisor-match survey and supports client account access through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Lauren Renee Golba
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6872812
- Ownership
- Less than 5%
MATTHEW THOMAS GOLBA
Financial Advisor, General Partner, Managing Member
- CRD
- #5575219
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEVEN A ADAMS
Financial Advisor, General Partner
- CRD
- #5992425
NICHOLES Cain-Jayshoun BALDWIN
Financial Advisor
- CRD
- #6883237
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,456,317 | $492,527 |
| Non-Discretionary | $0 | -- |
| Total | $299,456,317 | $492,527 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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