Premier Path Wealth Partners, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$623K

Accounts

1,965

Employees

Advisory reps

Firm details

Headquarters: Madison, New Jersey
CRD number: 325300
Registered since: April 21, 2023
Website: premierpath.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.7%
Individuals7.28%
Charitable Organizations1.23%
Corporations / Businesses0.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Path Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator serving both individual/family and institutional clients, offering a mix of financial planning and portfolio management services across individual accounts and pooled investment vehicles. Advisory activities listed include financial planning, discretionary portfolio management, pension consulting, and the selection of other advisers. Its fee menu combines asset-based fees with hourly and fixed-fee arrangements. The firm reports active ESG investing and lists an affiliation with an insurance company.