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Straight Path Wealth Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 17, 2017
    • $33.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 203
      Accounts
    • $163.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Derrin Leigh
October 2010
Matthew Boersen
August 2013
Sean Michael Livingston
September 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Jenison Accounting and Tax Service -- --
    Sa Advisory LLC IAR $44,000,000

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Derrin Leigh President October, 2011 75% or more
      Matthew Boersen Vice President January, 2016 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges