Premier Path Wealth Partners, LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$623K
Accounts
1,965
Employees
8
Advisory reps
7

Firm details

Headquarters
Madison, New Jersey
CRD number
325300
Registered since
April 21, 2023
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.7%
  • Individuals7.28%
  • Charitable Organizations1.23%
  • Corporations / Businesses0.79%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Path Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator serving both individual/family and institutional clients, offering a mix of financial planning and portfolio management services across individual accounts and pooled investment vehicles. Advisory activities listed include financial planning, discretionary portfolio management, pension consulting, and the selection of other advisers. Its fee menu combines asset-based fees with hourly and fixed-fee arrangements. The firm reports active ESG investing and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 13%, State & Local Bonds 9%, Private Funds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents13%
  • State & Local Bonds9%
  • Private Funds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$447M in ETFs

Passive

91%

$407M

Active

9%

$39.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI EX US ETF (ACWX)BlackRockPassiveForeign Large Blend$24.1M318,8855.39%

Location

Primary office

Madison, NJ

Morris

Location

Madison, NJ

Headquartered in Madison, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
7 Giralda Farms
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth