Smart Path Wealth Management, LLC

Smart Path Wealth Management, LLC (CRD# 283020) is a financial advisory firm headquartered in Pleasanton, CA. They manage $2,867,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $168,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Smart Path Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Palbir S. Nijjar
CRD#: 6624117
4695 Chabot Dr., Suite 200, Pleasanton, CA 94588
89
Wealthminder
score

Palbir Nijjar (CRD# 6624117) is an Investment Advisor Representative working at Smart Path Wealth Management, LLC in Pleasanton, CA and has over 2 years of experience in the finance industry.

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