Smart Path Wealth Management operates exclusively as a business-to-business consulting firm. The business provides consulting services solely to a single institutional client, Mission Creek Capital Partners. Smart Path Wealth Management does not manage investment portfolios, provide financial planning, or offer any advisory services to individual retail investors or the general public.
Assets Under Management$23M
ClientsN/A
Advisors1
Avg. per Client$400K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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