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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRAIGHT PATH WEALTH MANAGEMENT

FINANCIAL ARCITECTS, INC, CRD 148897

JENISON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:069a172a-74c0-c5d1-aacf-eb8aad5b56f4

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Jan 11, 2021 to Feb 9, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $472MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $470M
Private client RAUM: $434MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $52.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,069
Individual clients: 810
High net worth clients: 87
SEC number: 801-120307
CRD: 148897
Filings on the tape: 18
First filed: Jan 11, 2021
Latest filed: Feb 9, 2026
Organised: Corporation, MI
Website: straightpathwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jaycob John Keuning	n/a	JENISON, MI	7	13	n/a	no
THOMAS JAMES PROOS	n/a	JENISON, MI	6	27	4	no
MATTHEW BRIAN BOERSEN	Certified Financial Planner	JENISON, MI	4	17	2	no
Madelyn Kay Rozeboom	Certified Financial Planner	JENISON, MI	4	14	n/a	no
DAVID ARNOLD LUTZ	n/a	JENISON, MI	1	38	n/a	no
KENNETH JOHN WELCH	n/a	JENISON, MI	1	11	n/a	no
Samuel John Genzink	n/a	JENISON, MI	1	11	n/a	no
VICTORIA JOY BUFFUM	n/a	JENISON, MI	1	11	n/a	no
Joshua Leonard Walther	Certified Financial Planner	JENISON, MI	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOERSEN, MATTHEW, BRIAN	PRESIDENT/CHIEF COMPLIANCE OFFICER.	E	yes	01/2016	Jan 11, 2021	Aug 21, 2024
BUFFUM, VICTORIA, JOY	Secretary	B	no	01/2019	Jan 11, 2021	Aug 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SA ADVISORY LLC	n/a	n/a	n/a	N	yes	n/a
STRAIGHT PATH TAX AND ACCOUNTING SOLUTIONS	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$472M	$470M	12	10	0	n/a	n/a
2024	Mar 6, 2025	$348M	$348M	10	8	0	n/a	n/a
2023	Mar 6, 2024	$272M	$251M	9	7	0	n/a	n/a
2022	Jan 26, 2023	$203M	$183M	5	4	0	n/a	n/a
2021	Feb 16, 2022	$245M	$206M	5	4	0	n/a	n/a
2020	Feb 26, 2021	$171M	$141M	5	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	11.1%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$472M	$348M	35.8%	$203M	32.5%	12	10	0	0

Relationships

Registered with (11)

← Joshua Leonard WaltherAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← VICTORIA JOY BUFFUMAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← Samuel John GenzinkAdvisorregistration: current employment
Aug 11, 2025 to presentfactForm ADV
← DAVID ARNOLD LUTZAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← KENNETH JOHN WELCHAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← Madelyn Kay RozeboomAdvisorregistration: current employment
Aug 2, 2022 to presentfactForm ADV
← MATTHEW BRIAN BOERSENAdvisorregistration: current employment
Nov 19, 2021 to presentfactForm ADV
← THOMAS JAMES PROOSAdvisorregistration: current employment
Jul 27, 2020 to presentfactForm ADV
← Jaycob John KeuningAdvisorregistration: current employment
Aug 19, 2019 to presentfactForm ADV
← Daniel Joseph CookAdvisorregistration: previous registration
Aug 8, 2024 to Nov 6, 2025factForm ADV
← DERRIN LEIGHAdvisorregistration: previous registration
Oct 19, 2010 to Jul 27, 2020factForm ADV

Controls (1)

← BOERSEN, MATTHEW, BRIANOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER., ownership code E, individual
Jan 11, 2021 to Aug 21, 2024factForm ADV

Owns (1)

← BUFFUM, VICTORIA, JOYOwnerSECRETARY, ownership code B, individual
Jan 11, 2021 to Aug 21, 2024factForm ADV

Dated events

Occurred
Feb 9, 2026
Regulatory AUM changed
Straight Path Wealth Management reported RAUM $472.5M, up 36% from $348.0M (2026-01-02 to 2026-02-09)
Form ADVobserved 4 days ago
$124M
Occurred
Nov 6, 2025
Advisor changed firm
Daniel Joseph Cook left Straight Path Wealth Management for Mercer Global Advisors Inc. (registered 2025-12-16)
Form ADVobserved 4 days ago
Occurred
Jan 11, 2021
First Form ADV filing
Straight Path Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:069a172a-74c0-c5d1-aacf-eb8aad5b56f4
First observed: Jan 11, 2021
Last observed: Feb 9, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRAIGHT PATH WEALTH MANAGEMENT

FINANCIAL ARCITECTS, INC, CRD 148897

JENISON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:069a172a-74c0-c5d1-aacf-eb8aad5b56f4

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jaycob John Keuning

n/a

JENISON, MI

n/a

THOMAS JAMES PROOS

n/a

JENISON, MI

MATTHEW BRIAN BOERSEN

Certified Financial Planner

JENISON, MI

Madelyn Kay Rozeboom

Certified Financial Planner

JENISON, MI

n/a

DAVID ARNOLD LUTZ

n/a

JENISON, MI

n/a

KENNETH JOHN WELCH

n/a

JENISON, MI

n/a

Samuel John Genzink

n/a

JENISON, MI

n/a

VICTORIA JOY BUFFUM

n/a

JENISON, MI

n/a

Joshua Leonard Walther

Certified Financial Planner

JENISON, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOERSEN, MATTHEW, BRIAN

PRESIDENT/CHIEF COMPLIANCE OFFICER.

yes

01/2016

Jan 11, 2021

Aug 21, 2024

BUFFUM, VICTORIA, JOY

Secretary

01/2019

Jan 11, 2021

Aug 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SA ADVISORY LLC

n/a

yes

n/a

STRAIGHT PATH TAX AND ACCOUNTING SOLUTIONS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$472M

$470M

n/a

2024

Mar 6, 2025

$348M

n/a

2023

Mar 6, 2024

$272M

$251M

n/a

2022

Jan 26, 2023

$203M

$183M

n/a

2021

Feb 16, 2022

$245M

$206M

n/a

2020

Feb 26, 2021

$171M

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$472M

$348M

35.8%

$203M

32.5%