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PREMIER PATH WEALTH PARTNERS, LLC

MADISON, NJ · CRD 325300 · IAPD ↗ · 973-671-6530

$1.22BRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
1Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
June 2026 — PREMIER PATH WEALTH PARTNERS, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2025 — PREMIER PATH WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($814.5M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
August 2024 — PREMIER PATH WEALTH PARTNERS, LLC notice-filed in GA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — PREMIER PATH WEALTH PARTNERS, LLC now reports custody of client assets ($393.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.