David Arnold Lutz

Employer firm

Straight Path Wealth Management CRD 148897

$472M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Straight Path Wealth Management

7699 Georgetown Center Drive, Jenison, MI 49428 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-03

MI RA
APPROVED

Since 2025-01-03

Branch Locations

7699 Georgetown Center Drive, Jenison, MI 49428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Herman Miller	Zeeland	MI	01/1990	06/2020
Straight Path Wealth Management	Jenison	MI	01/2021	Present
Herman Miller	Zeeland	MI	06/2020	01/2021

01/1990 → 06/2020

Herman Miller

Zeeland, MI
01/2021 → Present

Straight Path Wealth Management

Jenison, MI
06/2020 → 01/2021

Herman Miller

Zeeland, MI

Other Businesses

1) Trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church; Investment related: No; Location of the business: 1200 60th St SE, Kentwood, MI 49508; Description: Religious nonprofit; Position Title: Trustee; Responsibilities Duties: Serve as trustee and in oversight capacity; Start date: 2020-01-01; Hours during trading hours: 1; Hours outside trading hours: 1.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-08
S63	Uniform Securities Agent State Law Examination	1988-04-01

S65 Uniform Investment Adviser Law Examination

2021-01-08
S63 Uniform Securities Agent State Law Examination

1988-04-01

View on SEC IAPD