Steven
Adams
Stonepath Wealth Management
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About this Advisor
Steven Adams is a financial advisor based in Traverse City, Michigan, working with Stonepath Wealth Management. Steven has previously held positions at Edward Jones, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Spwm Advisors LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Steven 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
Services Offered
Fee Structure
Office Location
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Stonepath Wealth Management Brokerage Details
$177,974,559
11
965
$184,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Steven Adams Work History
Spwm Advisors LLC
Cambridge Investment Reseach, Inc
Cambridge Investment Research Advisors, Inc
Edward Jones
Disclosures
Please visit the SEC profile of Steven Adams 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
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
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