Straight Path Wealth Management

Entity
Company
Business address
7699 Georgetown Center Dr, 49428 Jenison, MI
Phone
616-457-5450
State of incorporation
MI
Fiscal year end
December 31
Signature 13F
MATTHEW B. BOERSEN - CCO
All SEC filings
View on sec.gov
Straight Path Wealth Management has filed 17 SEC EDGAR filings since 1/26/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 28, 2025 Jun 30, 2025 028-21497
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-21497
13F-HR Open Document Open Filing Apr 28, 2025 Mar 31, 2025 028-21497
13F-HR Open Document Open Filing Feb 6, 2025 Dec 31, 2024 028-21497
13F-HR Open Document Open Filing Nov 6, 2024 Sep 30, 2024 028-21497
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-21497
13F-HR Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-21497
13F-HR Open Document Open Filing Apr 30, 2024 Mar 31, 2024 028-21497
13F-HR Open Document Open Filing Jan 23, 2024 Dec 31, 2023 028-21497
13F-HR Open Document Open Filing Oct 31, 2023 Sep 30, 2023 028-21497
13F-HR Open Document Open Filing Jul 25, 2023 Jun 30, 2023 028-21497
13F-HR Open Document Open Filing Apr 26, 2023 Mar 31, 2023 028-21497
13F-HR Open Document Open Filing Jan 20, 2023 Dec 31, 2022 028-21497
13F-HR Open Document Open Filing Oct 21, 2022 Sep 30, 2022 028-21497
13F-HR Open Document Open Filing Jul 19, 2022 Jun 30, 2022 028-21497
13F-HR Open Document Open Filing Apr 29, 2022 Mar 31, 2022 028-21497
13F-HR Open Document Open Filing Jan 26, 2022 Dec 31, 2021 028-21497