Joshua Leonard Walther
Investment adviser representative at Straight Path Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$472.5MFirm assets
Are you Joshua Leonard Walther? Claim your profile
Contact this firm
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.
- Straight Path Wealth ManagementJan 2026 to now
- Zhang Financial LLCMar 2023 to Jan 2026
- EmpowerNov 2021 to Mar 2023
- Midwest Energy and CommunicationsFeb 2021 to Nov 2021
- Midwest EnergyJan 2021 to Nov 2021
- Walther FarmsSep 2020 to Sep 2020
- UnemploymentJul 2020 to Feb 2021
- Plante Moran Financial AdvisorsJan 2018 to Jul 2020
- CollegeAug 2017 to Dec 2017
- Plante Moran Financial AdvisorsJun 2017 to Aug 2017
- Chase BankOct 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
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
- 7462500
- Firm CRD
- 148897