PREMIER PATH WEALTH PARTNERS, LLC

7 Giralda Farms
Suite 190
Madison, New Jersey 07940
Tel: 973-671-6530

About PREMIER PATH WEALTH PARTNERS, LLC

PREMIER PATH WEALTH PARTNERS, LLC, formally registered with the SEC as PREMIER PATH WEALTH PARTNERS, LLC. The firm was established in 04/21/2023. They have over 1 offices throughout the country.

PREMIER PATH WEALTH PARTNERS, LLC is a Madison, New Jersey based Financial Planning firm with nearly $814,470,813 assets under management, offering retirement planning & investment advisory services to 1622 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325300
SEC#	801-127703
Assets Managed by Firm	$814,470,813
No. of Clients	1622
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1622	$814,470,813
Individuals (other than high net worth individuals)	97	$18,978,504
High net worth individuals	529	$756,666,599
Pension and profit sharing plans	6	$14,777,749
Charitable organizations	4	$17,084,280
Corporations or other businesses	12	$6,963,681

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