CRD: 148897
Straight Path Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2010
- Office Locations
- 1
Office Locations
About Straight Path Wealth Management
Straight Path Wealth Management is a Jenison, MI fiduciary wealth firm focused on people preparing for retirement. The team provides financial planning, retirement planning, and investment management with custom, science-based portfolios, plus integrated tax planning and in-house tax preparation. Staff includes CFP professionals, Enrolled Agents, and a CPA, and the firm’s advisory relationships are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW BRIAN BOERSEN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5700339
- Ownership
- 50% but less than 75%
VICTORIA JOY BUFFUM
Chief Operating Officer, Secretary
- CRD
- #7088902
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Samuel John Genzink
--
- CRD
- #8143805
DAVID ARNOLD LUTZ
Wealth Advisor
- CRD
- #1811378
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $470,050,793 | $227,848 |
| Non-Discretionary | $2,401,247 | $400,208 |
| Total | $472,452,040 | $228,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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