SMART PATH WEALTH MANAGEMENT, LLC

SMART PATH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 283020).

Registration

• CRD: 283020
• Type: Registered investment adviser
• Phone: 925-267-8955
• Latest filing: 2026-05-08
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search