# Smart Path Wealth Management, LLC

> Smart Path Wealth Management, LLC is a state-registered investment advisory firm in Pleasanton, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated May 8, 2026.

- CRD: 283020
- Filed as: SMART PATH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283020
- AdvisorCensus page: https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020

## Quick answers

**How is Smart Path Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Smart Path Wealth Management, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Smart Path Wealth Management, LLC located?**
Smart Path Wealth Management, LLC's principal office is in Pleasanton, CA, according to its Form ADV.

**Is Smart Path Wealth Management, LLC registered with the SEC or a state?**
Smart Path Wealth Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283020.

**Does Smart Path Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283020

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @SMARTPATHWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Smart Path Wealth Management, LLC (CRD 283020): Form ADV filing data as of October 2026.