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Smart Path Wealth ManagementFinancial advisor in Pleasanton, CA

Smart Path Wealth Management is a financial advisor at 4695 Chabot Dr STE 200, Pleasanton, CA 94588, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Pleasanton, CA0 paid placements in any rankingHow we rank

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Key facts

Key facts about Smart Path Wealth Management
Address4695 Chabot Dr STE 200, Pleasanton, CA 94588Get directions
Websitesmartpathwm.com
HoursMonday to Thursday: 9 AM – 6 PM; Friday: 9 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Pleasanton and 11 towns within 25 miles: Dublin, San Ramon, Livermore, Fairview, Union City, Hayward, Castro Valley, Danville, Cherryland, Fremont and Ashland.

Based in Pleasanton, CAView on map

Opening hours

Opening hours for Smart Path Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Smart Path Wealth Management

What are Smart Path Wealth Management’s hours?

Smart Path Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 6 PM; Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Smart Path Wealth Management serve?

Serves Pleasanton and 11 towns within 25 miles: Dublin, San Ramon, Livermore, Fairview, Union City, Hayward, Castro Valley, Danville, Cherryland, Fremont and Ashland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Smart Path Wealth Management?

Smart Path Wealth Management has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Smart Path Wealth Management?

The business is at 4695 Chabot Dr STE 200, Pleasanton, CA 94588. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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