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Victoria Joy Buffum

Investment adviser representative at Straight Path Wealth Management
11 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

11 years in the industry.

  1. Straight Path Wealth ManagementJan 2019 to now
  2. Straight Path Tax and Accounting Solutions IncAug 2017 to now
  3. Columbian LogisticsAug 2015 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
7088902
Firm CRD
148897
Advisor's SEC record (opens in a new tab)
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