RIA Intel›Advisers›New Jersey›PREMIER PATH WEALTH PARTNERS, LLC

PREMIER PATH WEALTH PARTNERS, LLC

Advisory

N·MADISON, NJ

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+13.6%
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients757
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingMar 21, 2023
Latest FilingFeb 19, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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