David Arnold Lutz
Investment adviser representative at Straight Path Wealth Management
36 yearsExperience
1 stateRegistered in
$472.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Straight Path Wealth ManagementJan 2021 to now
- Herman MillerJan 1990 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Straight Path Wealth Management
Legal name: Financial Arcitects, Inc
$472.5MAssets managed
902Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1811378
- Firm CRD
- 148897