PREMIER PATH WEALTH PARTNERS, LLC
CRD #325300 SEC #801-127703 MADISON, NJ 973-671-6530
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
7
Clients
0
Accounts
1,006
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jan 2025 | $814.5M | $814.5M | $0 | 7 | 0 |
| Jul 2024 | $814.5M | $814.5M | $0 | 8 | 0 |
| Mar 2024 | $814.5M | $814.5M | $0 | 8 | 0 |
| Aug 2023 | $716.8M | $716.8M | $0 | 6 | 0 |
| Apr 2023 | $0 | $0 | $0 | 6 | 0 |
| Apr 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$814.5M
Discretionary$814.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$814.5M
Discretionary$814.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$814.5M
Discretionary$814.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$716.8M
Discretionary$716.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0