MG
Matthew T. Golba
STONEPATH WEALTH MANAGEMENT
TRAVERSE CITY, MI 49684
Some features on this profile are disabled
CRD#: 5575219
MG
Professional summary
Matthew Thomas Golba, who also goes by Matt Thomas Golba, Matthew Golba, is a registered financial advisor currently at STONEPATH WEALTH MANAGEMENT located in Traverse City, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Thomas Golba | Matthew Golba
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PRESTIGE WORLDWIDE ENTERPRISES INC, 134 W STATE ST, STE 200, TRAVERSE CITY, MI, 07/2014, PRESIDENT, DBA, NIR, 0 HR/YR, 0 HR/YR TRADING. 2) SPWM INSURANCE AGENCY LLC, 134 W State St. Suite 200, Traverse City MI 49684, 10/12/2018, Owner, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 2 HR/MO TRADING 3) GOLBA ACRES, LLC, 134 W STATE ST, STE 200, TRAVERSE CITY, MI, 09/2016, OWNER, FARM, NIR, 10 HR/YR, 0 HR/YR TRADING. 4) BIG H TRANSPORTATION LLC, 134 W STATE ST, STE 200, TRAVERSE CITY, MI, 10/2018, OWNER, TRANSPORTATION, NIR, 1 HR/YR, 0 HR/YR TRADING. 5) GRAND TRAVERSE GETAWAY LLC, 134 W STATE ST, TRAVERSE CITY, MI, 11/2018, OWNER, REAL ESTATE RENTAL, NIR, 1 HR/MO, 0 HR/MO TRADING. 6) DELTA 2 LLC, 2640 AERO PARK DR, TRAVERSE CITY, MI, 02/2022, OWNER, COMMERCIAL REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) LEGACY AVIATION LEARNING CENTER, TRAVERSE CITY, MI, 06/2022, BOARD MEMBER, CHARITABLE ORGANIZATION, NIR, 1 HR/MO, 0 HR/MO TRADING. 8) HBG ACRES LLC; 134 W STATE ST, STE 200, TRAVERSE CITY, MI 49684; 3/2025; MEMBER; 1 HR/MO; 0 HR/MO TRADING. 9) 134 W STATE ST, STE 200 LLC, 134 W STATE ST, STE 200, TRAVERSE CITY, MI, 11/2018. MEMBER/OWNER, COMMERCIAL REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 10) 1550 N MILFORD RD LLC, 1550 N MILFORD RD, MILFORD, MI, 10/2021, OWNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Golba's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2024 - Present
STONEPATH WEALTH MANAGEMENT
Office #1: 134 W State Street Suite 200, Traverse City, MI 49684RIA
CRD#: 328977
TRAVERSE CITY, MI
Past
January 24, 2012 - December 31, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MILFORD, MI
Past
January 23, 2012 - December 31, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MILFORD, MI
Past
October 17, 2008 - January 24, 2012
EDWARD JONES
RIA
CRD#: 250
HIGHLAND, MI
Past
September 18, 2008 - January 24, 2012
EDWARD JONES
BD
CRD#: 250
HIGHLAND, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STONEPATH WEALTH MANAGEMENT
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
CRD#: 328977 / SEC#: 801-129202
RIA
Registered Investment Advisory firm - (1/2/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STONEPATH WEALTH MANAGEMENT
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
CRD#: 328977 / SEC#: 801-129202
RIA
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Contact information
Main Address
134 W State Street Suite 200, Traverse City, MI 49684
Mailing Address
Phone number
(231) 668-6999
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,100 |
| AUM (Assets Under Management) | $ 225,790,792 |
Red Flags
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