This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2025
- Office Locations
- 1
Office Locations
About Trusted Path Wealth Management, LLC
Trusted Path Wealth Management, LLC is a Santa Rosa, CA registered investment adviser founded in 2025, serving retail clients including retirees, high-income earners, and business owners. The firm provides financial and tax planning with retirement-focused guidance (Social Security, Roth conversions, and withdrawal strategy), alongside estate, insurance, charitable-giving, and succession planning. Investment approach emphasizes diversified asset allocation using ETFs and fixed income. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Hardik R Patel
Chief Compliance Officer, FOUNDER
- CRD
- #8083498
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,577,137 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,577,137 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing