SPWM ADVISORS LLC

STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, Michigan·3 registered advisors·CRD# 328977
SEC# 801-1292025(231) 668-6999
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SPWM ADVISORS LLC

3 registered advisors
Harrison Michael Kennard
TRAVERSE CITY, Michigan
Lauren Renee Golba
TRAVERSE CITY, Michigan
Matthew Thomas Golba
TRAVERSE CITY, Michigan
05

Office Locations

TRAVERSE CITY, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. SPWM ADVISORS LLC (CRD# 328977) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.