Premier Path Wealth Partners, LLC
● SEC registered since 2023CRD 325300SEC# 801-127703Madison, NJ
Ranks #2,760 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.22B
Fund GAV
—
Private funds
1
Employees
8
Accounts
1,965
Location
Madison, NJ
Premier Path Wealth Partners, LLC assets under management
Premier Path Wealth Partners, LLC is an SEC-registered investment adviser based in Madison, NJ. The firm has been registered since 2023. It reports $1.2 billion in regulatory assets under management and employs 8 people. Premier Path Wealth Partners, LLC manages 1 private fund, including Premier Path Private Access Fund I, L.P. By regulatory assets, it ranks 2,760 of 6,004 private fund managers.
Premier Path Wealth Partners, LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Premier Path Private Access Fund I, L.P. | Private Equity | — | $500K |
Premier Path Wealth Partners, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Glenn | Chief Investment Officer | Under 5% | 2024 |
| Derek Thomas Wittjohann Control | Chief Operating Officer, Partner | Under 5% | 2023 |
| Joseph Anthony Fantozzi | Chief Compliance Officer | Under 5% | 2026 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Premier Path Wealth Partners, LLC manage?
Premier Path Wealth Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Premier Path Wealth Partners, LLC manage?
Premier Path Wealth Partners, LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Premier Path Wealth Partners, LLC have?
Premier Path Wealth Partners, LLC reports 8 employees.
Where is Premier Path Wealth Partners, LLC located?
Premier Path Wealth Partners, LLC is based in Madison, NJ and has been SEC-registered since 2023.
Does Premier Path Wealth Partners, LLC disclose fund performance?
Premier Path Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 Giralda Farms, Suite 190, Madison, NJ 07940 |
| Phone | 973-671-6530 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1999925 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 50%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 46%
Larger than 54% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B