Smart Path Wealth Management - Crunchbase Company Profile & Funding

Overview

Smart Path Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

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Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Smart Path Wealth Management

CB Rank

2583404

Smart Path Wealth Management is a financial planning and investment advisory company.

Private

Pleasanton, California, United States

1-10

smartpathwm.com

Advice

Consulting

Finance

Details

Legal Name

Smart Path Wealth Management, LLC

Operating Status

Active

Company Type

For Profit

About the Company

Smart Path Wealth Management is a financial planning and investment advisory company. They assist you in achieving your financial objectives, including acquiring a home, paying off debt, and funding your children's college education.

Phone Number

1 925.267.8955

Contact Email

pnijjar@smartpathwm.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that develops a holistic financial strategy covering equity strategy, retirement, college planning, employee benefits, insurance, tax strategies, cash flow management, and estate planning.

Investment Management

A personalized investment service that creates unique strategies focused on individual goals, emphasizing stock selection and tax efficiency with fees aligned to portfolio performance.