Michael
Dreyer

Stonepath Wealth Management

CRD#4620521
Investment Advisor
in Traverse City, MI

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About this Advisor

Michael Dreyer is a financial advisor based in Traverse City, Michigan, working with Stonepath Wealth Management. Michael has previously held positions at Securities America, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Dreyer & Dreyer Cpas LLC, Sfk Pllc, and Spwm Advisors LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Michael 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 63, Series 65

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

Michael Dreyer Work History

2024 - Present (0 year)

Spwm Advisors LLC

2023 - Present (1 year)

Sfk Pllc

2016 - 2023 (7 years)

Cambridge Investment Research, Inc

2016 - 2023 (7 years)

Cambridge Investment Research Advisors, Inc

2003 - 2022 (19 years)

Dreyer & Dreyer Cpas LLC

2002 - 2016 (14 years)

Securities America

Disclosures

Please visit the SEC profile of Michael Dreyer 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
Lauren Golba
Traverse City, MI
Nicholes Baldwin
Traverse City, MI
Steven Adams
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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