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, SEC-registered registered investment adviser that began registration in 2023 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and functions as a capital allocator that sources third-party managers for alternative investments. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and its advisory services cover financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, and the selection of other advisers. The firm also identifies as an active ESG investor and lists an affiliation with an insurance company.
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 2BRIAN GLENN
Chief Investment OfficerCRD 4815067
DEREK WITTJOHANN
Chief Operating Officer & PartnerCRD 5715298
Contacts
3 of 5Joseph 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 102Active vs passive
$462M in ETFs
95%
$437M
5%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $30.1M | 439,844 | 6.52% |
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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