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Premier Path Wealth Partners, LLC

● SEC registered since 2023CRD 325300SEC# 801-127703Madison, NJ
Export (members)
Reg. AUM
$1.1B
Employees
7
Accounts
1,006
Location
Madison, NJ

Premier Path Wealth Partners, LLC assets under management

Premier Path Wealth Partners, LLC is an SEC-registered investment adviser based in Madison, NJ. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 7 people.
www.linkedin.com/company/premierpathwealthView on SEC.gov ↗

Premier Path Wealth Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian James GlennChief Investment Officer, Chief Compliance OfficerUnder 5%2024
Derek Thomas Wittjohann ControlChief Operating Officer, PartnerUnder 5%2023
Michael John Lehman ControlCeo, Founding PartnerUnder 5%2023
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Frequently asked questions

How much does Premier Path Wealth Partners, LLC manage?

Premier Path Wealth Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Premier Path Wealth Partners, LLC have?

Premier Path Wealth Partners, LLC reports 7 employees.

Where is Premier Path Wealth Partners, LLC located?

Premier Path Wealth Partners, LLC is based in Madison, NJ and has been SEC-registered since 2023.

Does Premier Path Wealth Partners, LLC disclose fund performance?

Premier Path Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 Giralda Farms, Suite 190, Madison, NJ 07940
Phone973-671-6530
Office hours8a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1999925
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$0
Total (RAUM)$1.1B