# SMART PATH WEALTH MANAGEMENT, LLC

SMART PATH WEALTH MANAGEMENT, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** smartpathwm.com
- **LinkedIn:** https://www.linkedin.com/company/smart-path-wealth-management-llc

## Regulatory record

- **CRD number:** 283020
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283020

## About

SMART PATH WEALTH MANAGEMENT, LLC is a state-registered investment adviser in PLEASANTON, CA. It has 1 employee and 1 investment adviser. The firm is based in Pleasanton.

## Sectors

- Wealth Management
- Financial Planning
- Private Credit
- Real Estate

## Related profiles

- [Franklin Trend Investment Management](https://altss.com/profile/franklin-trend-investment-management-llc)
- [ANBEC ADVISORS, LLC](https://altss.com/profile/anbec-advisors-llc)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/smart-path-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology