← Back to searchVisit website
PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300 · SEC 801-127703
7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940, United States
Phone
973-671-6530
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.22B
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $89.0M |
| High net worth individuals | 233 | $1.11B |
| Charitable organizations | 4 | $15.1M |
| Corporations/business entities | 5 | $9.7M |
States served
CA, CO, GA, LA, MA, NJ, NY, NC, OH, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD