PREMIER PATH WEALTH PARTNERS, LLC

MADISON, New Jersey·4 registered advisors·CRD# 325300
SEC# 801-1277030973-671-6530
01

Firm Overview

AUM
$814M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PREMIER PATH WEALTH PARTNERS, LLC

4 registered advisors
Derek Thomas Wittjohann
MADISON, New Jersey
Linda Rose Kalata
MADISON, New Jersey
Michael John Lehman
MADISON, New Jersey
Patrick Thomas York
MADISON, New Jersey
05

Office Locations

MADISON, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. PREMIER PATH WEALTH PARTNERS, LLC (CRD# 325300) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.