RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GLENN, BRIAN, JICHIEF INVESTMENT OFFICERNA
GLENN, BRIAN, JAMESICHIEF INVESTMENT OFFICERNA
GLENN, BRIAN, JAMESICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA
GLENN, BRIAN, JAMESICHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA
GRAFTON, JOHN, GARRETTICHIEF COMPLIANCE OFFICERNA
GRAFTON, JOHN, GARRETTICHIEF COMPLIANCE OFFICERNA
GRAFTON, JOHN, GARRETTICHIEF COMPLIANCE OFFICERNA Control
KALATA, LINDA, ROSEICHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICERNA Control
Kalata, Linda, RICHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICERNA Control
Kalata, Linda, RICHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICERNA Control
Kalata, Linda, RICHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICERNA Control
Kalata, Linda, RICHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
LEHMAN, MICHAEL, JOHNICEO, FOUNDING PARTNERNA Control
WITTJOHANN, DEREK, TICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, TICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, TICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, TICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, THOMASICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, THOMASICHIEF OPERATING OFFICER, PARTNERNA Control
WITTJOHANN, DEREK, THOMASICHIEF OPERATING OFFICER, PARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
YORK, PATRICK, THOMASIPARTNERNA Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
PREMIER PATH HOLDINGS, LLCDELLC - OWNERE Control
RIAKA HOLDINGSDEOWNERE
RIAKA HOLDINGSDEOWNERE Control
RIAKA HOLDINGSDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEHMAN, MICHAEL, JOHNIMJL FINANCIAL HOLDINGS, LLCE Control
LEHMAN, MICHAEL, JOHNIMJL FINANCIAL HOLDINGS, LLCE Control
LEHMAN, MICHAEL, JOHNIMJL FINANCIAL HOLDINGS, LLCE Control
LEHMAN, MICHAEL, JOHNIMJL FINANCIAL HOLDINGS, LLCE Control
MJL FINANCIAL HOLDINGS, LLCDEPREMIER PATH HOLDINGS, LLCE Control
MJL FINANCIAL HOLDINGS, LLCDEPREMIER PATH HOLDINGS, LLCE Control
MJL FINANCIAL HOLDINGS, LLCDEPREMIER PATH HOLDINGS, LLCE Control
MJL FINANCIAL HOLDINGS, LLCDEPREMIER PATH HOLDINGS, LLCE Control
MJL FINANCIAL HOLDINGS, LLCDEPREMIER PATH HOLDINGS, LLCE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (14)

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

Address

7 GIRALDA FARMS
SUITE 190
MADISON, NJ 07940
United States
Phone: 973-671-6530