Premier Path Wealth Partners, LLC
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
FINTRXOverview
Premier Path Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm offers a mix of advisory services: financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and the selection of third-party advisers. Premier Path identifies as an active ESG investor and maintains an industry affiliation with an insurance company. It is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
- State & Local Bonds9%
- Private Funds2%
Owners & executives
2 of 2
Brian Glenn
Chief Investment OfficerCRD 4815067
Derek Wittjohann
Chief Operating Officer & PartnerCRD 5715298
Contacts
3 of 5
Joseph Fantozzi
Registered RepresentativeCRD 7263773
Rebecca Garcia
Senior Relationship ManagerCRD 7429039
Anibal Guerrero Russo
Associate Wealth AdvisorCRD 6967154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$504M in ETFs
94%
$472M
6%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $35.2M | 462,777 | 6.98% |
Location
Madison, NJ
Morris
Location
Madison, NJ
Headquartered in Madison, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 7 Giralda Farms
- Time zone
- ET (UTC-5)
- Office locations
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