Unclaimed Profile

Derek Thomas Wittjohann

PREMIER PATH WEALTH PARTNERS, LLC·MADISON, New Jersey

SIE, Series 7, Series 66CFP15 years registeredPREMIER PATH WEALTH PARTNERS, LLC

7 GIRALDA FARMS, MADISON, NJ 07940CRD# 5715298Firm CRD# 325300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Thomas Wittjohann · MADISON, NJ

Registration

CRD #5715298 · PREMIER PATH WEALTH PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PREMIER PATH WEALTH PARTNERS, LLC

Apr 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2010 – May 2023

FLORHAM PARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 15, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

2020Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD 325300 · SEC 801-127703

AUM

$814M

Regulatory assets under management

Employees

1,622 client accounts

Services offered by PREMIER PATH WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PREMIER PATH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Derek Thomas Wittjohann offer?

Derek Thomas Wittjohann specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.

What are Derek Thomas Wittjohann's credentials?

Derek Thomas Wittjohann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Derek Thomas Wittjohann located?

Derek Thomas Wittjohann is based in MADISON, New Jersey, working with PREMIER PATH WEALTH PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Derek Thomas Wittjohann charge for services?

Derek Thomas Wittjohann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER PATH WEALTH PARTNERS, LLC?

PREMIER PATH WEALTH PARTNERS, LLC has approximately 8 employees and manages $814M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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