Insights

National reach Stonepath Wealth Management is a Michigan-based independent advisory with national client service, suggesting opportunities to cross-sell nationwide retirement, investment, and insurance solutions to individuals, families, and business owners beyond Michigan.

Merger momentum Recent merger with Mission Wealth LP signals strategic growth and enhanced product access, presenting a chance to introduce scaled solutions, onboarding support services, and jointly marketed offerings to a broader client base.

Revenue scale With annual revenue in the mid-range of private advisory firms and a 11-50 employee profile, there is room to expand high-margin advisory and fee-based services, portfolio management, and customized planning to increase wallet share.

Customized solutions The emphasis on highly customized financial planning and broad access to products indicates readiness for premium, holistic planning packages combining investments, retirement, tuition planning, and insurance tailored to affluent clients and business owners.

Tech-enabled growth Current tech stack and online presence reveal opportunities to leverage digital marketing partnerships, client onboarding automation, and scalable onboarding for new clients acquired through the merger and nationwide reach.

Stonepath Wealth Management Tech Stack

Stonepath Wealth Management uses 8 technology products and services including jQuery, Microsoft, Elementor, and more. Explore Stonepath Wealth Management's tech stack below.

jQuery

Javascript Libraries

Microsoft

Miscellaneous

Elementor

Page Builders

X-XSS-Protection

Security

HSTS

Security

X-Content-Type-Options

Web & Portal Technology

Gravity Forms

Web Platform Extensions

Apache

Web Servers

Stonepath Wealth Management Email Formats	Example	Percentage
First@stonepathwm.com	John@stonepathwm.com	92%
FLast@stonepathwm.com	JDoe@stonepathwm.com	8%

Stonepath Wealth Management Email Formats

Example

Percentage

First@stonepathwm.com

John@stonepathwm.com

92%

FLast@stonepathwm.com

JDoe@stonepathwm.com

Frequently Asked Questions

What is Stonepath Wealth Management's official website and social media links?

Stonepath Wealth Management's official website is stonepathwm.com and has social profiles on LinkedIn.

How much revenue does Stonepath Wealth Management generate?

As of July 2026, Stonepath Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Stonepath Wealth Management's NAICS code?

Stonepath Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Stonepath Wealth Management have currently?

As of July 2026, Stonepath Wealth Management has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Finance: V. P.Principal: C. C.Financial Advisor: L. W.. Explore Stonepath Wealth Management's employee directory with LeadIQ.

What industry does Stonepath Wealth Management belong to?

Stonepath Wealth Management operates in the Financial Services industry.

What technology does Stonepath Wealth Management use?

Stonepath Wealth Management's tech stack includes jQueryMicrosoftElementorX-XSS-ProtectionHSTSX-Content-Type-OptionsGravity FormsApache.

What is Stonepath Wealth Management's email format?

Stonepath Wealth Management's email format typically follows the pattern of First@stonepathwm.com. Find more Stonepath Wealth Management email formats with LeadIQ.

Stonepath Wealth Management

Q: How many employees does Stonepath Wealth Management have currently?

Stonepath Wealth Management has approximately 16 employees.

Q: What technology does Stonepath Wealth Management use?

Stonepath Wealth Management's tech stack includes X-XSS-Protection, Google Search Console, Apache, Cloudflare Web Optimizations, Cloudflare CDN.

Q: What is Stonepath Wealth Management's NAICS code?

Stonepath Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Stonepath Wealth Management is a financial services firm that provides guidance on investments, retirement planning, tuition planning, portfolio management, and insurance. As an independent advisory practice, it emphasizes tailored recommendations and access to a broad range of financial products aligned with clients' goals.
Based in Milford, Michigan, the firm serves individuals, families, and business owners across the United States.

Stonepath operates as a registered investment advisor and maintains the licenses required by the states where it does business. A development reported in October 2024 indicates a merger with Mission Wealth LP.

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