Premier Path Wealth Partners, LLC

Premier Path Wealth Partners, LLC (CRD# 325300) is a financial advisory firm headquartered in Madison, NJ. They manage $814,470,813 in 1,622 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
7 Giralda Farms, Suite 190, Madison, NJ 07940
https://www.premierpath.com/
By the Numbers
  • Total Assets Under Management
    814
    MILLION
  • Total Number of Accounts
    1,622
    ACCOUNTS
  • Average Account Value
    $502,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, NH, NJ, NY, OH, PA, TX

Financial Advisors at Premier Path Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian Glenn, financial advisor Madison NJ
Brian J. Glenn
CRD#: 4815067
7 Giralda Farms, Suite 190, Madison, NJ 07940

Brian Glenn (CRD# 4815067) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 19 years of experience in the finance industry.

2
Linda Kalata, financial advisor Madison NJ
Linda R. Kalata
CRD#: 1613918
7 Giralda Farms, Suite 190, Madison, NJ 07940

Linda Kalata (CRD# 1613918) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 19 years of experience in the finance industry.

3
Michael Lehman, financial advisor Madison NJ
Michael J. Lehman
CRD#: 2709399
7 Giralda Farms, Suite 190, Madison, NJ 07940

Michael Lehman (CRD# 2709399) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 28 years of experience in the finance industry.

4
Derek Wittjohann, financial advisor Madison NJ
Derek T. Wittjohann
CRD#: 5715298
7 Giralda Farms, Suite 190, Madison, NJ 07940

Derek Wittjohann (CRD# 5715298) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 years of experience in the finance industry.

5
Patrick York, financial advisor Madison NJ
Patrick T. York
CRD#: 4545350
7 Giralda Farms, Suite 190, Madison, NJ 07940

Patrick York (CRD# 4545350) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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