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Marc Herbert Ruemmler

Investment adviser representative at Stonepath Wealth Management
10 yearsExperience
2 statesRegistered in
$299.5MFirm assets
2 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Stonepath Wealth ManagementJan 2024 to now
  2. Spwm Advisors LLCJan 2024 to now
  3. Cambridge Investment Research Advisors, Inc.Aug 2023 to Dec 2023
  4. Cambridge Investment Research, Inc.May 2023 to Dec 2023
  5. Family First LifeDec 2022 to May 2023
  6. The Larkin GroupJan 2022 to Dec 2022
  7. Jeremy Simpson InsuranceSep 2018 to Jan 2022
  8. Tw ManagementJul 2017 to Sep 2018
  9. Lochenheath Golf ClubMay 2017 to Jul 2017
  10. Walton Weber Rodes PoolsideJan 2017 to May 2017
  11. The Westmoor ClubMay 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, MI).

Stonepath Wealth Management

Legal name: Spwm Advisors LLC

$299.5MAssets managed
606Clients
8Advisers
2 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
7750478
Firm CRD
328977
Advisor's SEC record (opens in a new tab)
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