# Premier Path Wealth Partners, LLC

> 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.

- CRD: 325300
- Filed as: PREMIER PATH WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, NJ
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325300
- AdvisorCensus page: https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300

## Quick answers

**How is Premier Path Wealth Partners, LLC compensated?**
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).

**Where is Premier Path Wealth Partners, LLC located?**
Premier Path Wealth Partners, LLC's principal office is in Madison, NJ, according to its Form ADV.

**Is Premier Path Wealth Partners, LLC registered with the SEC or a state?**
Premier Path Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325300.

**How much does Premier Path Wealth Partners, LLC manage?**
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).

**How have Premier Path Wealth Partners, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Premier Path Wealth Partners, LLC serve?**
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).

**Which custodians does Premier Path Wealth Partners, LLC use?**
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.

**Does Premier Path Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Premier Path Wealth Partners, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,223,242,250
- Discretionary: $1,223,242,250
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $89,010,024 |
| High net worth individuals | 233 | $1,109,456,272 |
| Charitable organizations | 4 | $15,092,192 |
| Corporations or other businesses not listed above | 5 | $9,683,762 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, LA, MA, NC, NH, NJ, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- premierpath.com
- Facebook @premierpathwealth
- Instagram @premierpathwealth
- LinkedIn @premierpathwealth
- X @premierpath
- YouTube @UCFwCo-4Fp74XO-Wq1qSJ66w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $716,750,641 | 6 | August 15, 2023 |
| October 2024 | $814,470,813 | 8 | July 31, 2024 |
| October 2025 | $1,104,979,833 | 7 | March 28, 2025 |
| October 2026 | $1,223,242,250 | 8 | May 15, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Path Wealth Partners, LLC (CRD 325300): Form ADV filing data as of October 2026.