PREMIER PATH WEALTH PARTNERS, LLC
Latest filing: Mar 28, 2025 (86 days ago)
AUM
$1,104,979,833
36% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
-12% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MADISON, NJ
7 GIRALDA FARMS, MADISON, NJ, UNITED STATES, 07940
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 208 | $0.1 |
| Average Individual AUM | $488,426 | |
| HNW | 532 | $1.0 |
| Average HNW AUM | $1,821,726 | |
| Retail Total | 740 | $1.1 |
| Average Retail AUM | $1,446,961 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 48% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 10% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 25% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 14% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| KALATA, LINDA, R | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER |
| LEHMAN, MICHAEL, JOHN | CEO, FOUNDING PARTNER, OWNER |
| WITTJOHANN, DEREK, T | CHIEF OPERATING OFFICER, PARTNER |
| YORK, PATRICK, THOMAS | PARTNER |
| GLENN, BRIAN, J | CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DEREK WITTJOHANN | MADISON | NJ | S66|2010-09-14 | ||||||
| LINDA KALATA | MADISON | NJ | S63|2004-05-19|S66|2012-05-30 | ||||||
| MICHAEL LEHMAN | MADISON | NJ | S63|1996-04-23|S66|2004-01-02 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICK YORK | MADISON | NJ | S66|2010-11-05 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN GLENN | MADISON | NJ | S66|2004-11-04 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.3 | 36% | 8 | -1 | -12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-08/15/2023, CO-08/15/2023, CT-08/15/2023, FL-04/21/2023, GA-07/31/2024, LA-08/15/2023, MA-08/15/2023, NC-07/31/2024, NH-08/15/2023, NJ-04/21/2023, NY-08/15/2023, OH-08/15/2023, PA-08/15/2023, TX-04/28/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV