Marc
Ruemmler

Stonepath Wealth Management

CRD#7750478
Investment Advisor
in Traverse City, MI

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About this Advisor

Marc Ruemmler is a financial advisor based in Traverse City, Michigan, working with Stonepath Wealth Management. Marc has previously held positions at Cambridge Investment Research, Inc, Family First Life, The Larkin Group, Jeremy Simpson Insurance, Tw Management, Lochenheath Golf Club, Walton Weber Rodes Poolside, The Westmoor Club, The Loxahatchee Club, Sankaty Head Golf Club, Cambridge Investment Research Advisors, Inc, and Spwm Advisors LLC. Marc has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Marc is part of Stonepath Wealth Management, which operates out of Traverse City, Michigan. The firm has 5 offices and 11 employees. The firm manages assets totaling $178.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Stonepath Wealth Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

134 W State Street Suite 200
Traverse City, MI 49684

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Stonepath Wealth Management Brokerage Details

Total Assets Under Management

$177,974,559

MI Average: $943,424,332
Total Number of Employees

11

MI Average: 21
Total Number of Accounts

965

MI Average: 1,586
Average Account Size

$184,430

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Marc Ruemmler Work History

2024 - Present (0 year)

Spwm Advisors LLC

2023 - 2023 (< 1 year)

Cambridge Investment Research, Inc

2023 - 2023 (< 1 year)

Cambridge Investment Research, Inc

2023 - 2023 (< 1 year)

Cambridge Investment Research Advisors, Inc

2022 - 2023 (1 year)

Family First Life

2022 - 2022 (< 1 year)

The Larkin Group

2018 - 2022 (4 years)

Jeremy Simpson Insurance

2017 - 2018 (1 year)

Tw Management

2017 - 2017 (< 1 year)

Lochenheath Golf Club

2017 - 2017 (< 1 year)

Walton Weber Rodes Poolside

2016 - 2017 (1 year)

The Westmoor Club

2015 - 2016 (1 year)

The Loxahatchee Club

2014 - 2015 (1 year)

Sankaty Head Golf Club

Disclosures

Please visit the SEC profile of Marc Ruemmler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonepath Wealth Management

Marc Ruemmler
Traverse City, MI
David Knight
Traverse City, MI
Thomas Myers
Traverse City, MI
Steven Adams
Traverse City, MI
Lauren Golba
Traverse City, MI
Nicholes Baldwin
Traverse City, MI
Matthew Golba
Traverse City, MI
Michael Dreyer
Traverse City, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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