{ "crd_number": 325300, "slug": "premier-path-wealth-partners-llc-madison-nj-325300", "primary_business_name": "PREMIER PATH WEALTH PARTNERS, LLC", "legal_name": "PREMIER PATH WEALTH PARTNERS, LLC", "dbas": [], "city": "Madison", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-04-21", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-05-15", "carried_forward": false, "raum_total": 1223242250.0, "raum_discretionary": 1223242250.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 8, "advisory_employees": 5, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 15092192.0, "count": 4, "fewer_than_5": true }, "individuals": { "raum": 89010024.0, "count": 221 }, "high_net_worth_individuals": { "raum": 1109456272.0, "count": 233 }, "corporations_other_businesses": { "raum": 9683762.0, "count": 5 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "CT", "FL", "GA", "LA", "MA", "NC", "NH", "NJ", "NY", "OH", "PA", "TX" ], "websites": [ "https://facebook.com/premierpathwealth", "https://instagram.com/premierpathwealth", "https://linkedin.com/company/premierpathwealth", "https://premierpath.com", "https://x.com/premierpath", "https://youtube.com/channel/UCFwCo-4Fp74XO-Wq1qSJ66w" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325300", "city_as_filed": "MADISON", "url": "https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300", "display_name": "Premier Path Wealth Partners, LLC", "summary": "Premier Path Wealth Partners, LLC is an SEC-registered investment advisory firm in Madison, NJ, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.", "citation": "AdvisorCensus. Premier Path Wealth Partners, LLC (CRD 325300): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Premier Path Wealth Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Premier Path Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Premier Path Wealth Partners, LLC located?", "a": "Premier Path Wealth Partners, LLC's principal office is in Madison, NJ, according to its Form ADV." }, { "q": "Is Premier Path Wealth Partners, LLC registered with the SEC or a state?", "a": "Premier Path Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325300." }, { "q": "How much does Premier Path Wealth Partners, LLC manage?", "a": "Premier Path Wealth Partners, LLC reports $1,223,242,250 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary)." }, { "q": "How have Premier Path Wealth Partners, LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Premier Path Wealth Partners, LLC: Regulatory assets under management: $716,750,641 in the October 2023 data and $1,223,242,250 in the October 2026 data, up 71%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Premier Path Wealth Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (233); individuals (other than high net worth individuals) (221); corporations or other businesses not listed above (5)." }, { "q": "Which custodians does Premier Path Wealth Partners, LLC use?", "a": "Premier Path Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Premier Path Wealth Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325300" }, { "q": "What changed in Premier Path Wealth Partners, LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $1,104,979,833 to $1,223,242,250 (+11%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 716750641.0, "total_employees": 6, "filing_date": "2023-08-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 814470813.0, "total_employees": 8, "filing_date": "2024-07-31" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1104979833.0, "total_employees": 7, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1223242250.0, "total_employees": 8, "filing_date": "2026-05-15" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 4 to 5.", "Regulatory assets under management went from $1,104,979,833 to $1,223,242,250 (+11%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 221, "fewer_than_5": false, "raum": 89010024.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 233, "fewer_than_5": false, "raum": 1109456272.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 4, "fewer_than_5": true, "raum": 15092192.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 5, "fewer_than_5": false, "raum": 9683762.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325300", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }