Hardik R Patel

Employer firm

Trusted Path Wealth Management, LLC CRD 336395

$3.58M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Trusted Path Wealth Management, Llc
  Santa Rosa, CA
• 02/2018 → Present
  Williams-Sonoma Inc.
  San Francisco, CA
• 04/2017 → 02/2018
  Kforce
  Tampa, FL
• 04/2011 → 04/2017
  Bayside Solutions, Inc.
  San Francisco, CA

Other Businesses

Name: Williams-Sonoma Investment-related: No Address: 3250 Van Ness Avenue, San Francisco, California 94109, USA Nature: Engineering of software for Williams-Sonoma. Position: Lead software engineer Start date: 02/2018 Approximate number of hours/month you devote to the other business: 160 hours Approximate number of hours/month you devote to the other business during securities trading hours; 60 hours Duties: Design, development, and maintenance of software applications. Name: Catholic Charities of Northwest California Investment-related: No Address: 987 Airway Court, Santa Rosa, California 95403 Nature of the business: Charitable nonprofit organization providing social services. Position: Board Member Start date: 11/2025 Approximate number of hours/month you devote to the other business: 2 hours Approximate number of hours/month you devote to the other business during securities trading hours: 0 hours Duties: Serves as a board member of Catholic Charities of Northwest California. The role is charitable in nature.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-13