Overview
Assets Under Management: $1.1 billion
Headquarters: MADISON, NJ
High-Net-Worth Clients: 532
Average Client Assets: $2 million
Frequently Asked Questions
PREMIER PATH WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325300), PREMIER PATH WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
PREMIER PATH WEALTH PARTNERS, LLC is headquartered in MADISON, NJ.
PREMIER PATH WEALTH PARTNERS, LLC serves 532 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, PREMIER PATH WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PREMIER PATH WEALTH PARTNERS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, PREMIER PATH WEALTH PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 532
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,006
Discretionary Accounts: 1,006
Regulatory Filings
CRD Number: 325300
Filing ID: 1966113
Last Filing Date: 2025-03-28 13:08:00
Website: https://premierpath.com