Premier Path Wealth Partners, LLC

CRD 325300 · Madison, NJ · $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 325300
SEC number: 801-127703
Firm type: RIA
Assets under management: $1.2B as of May 15, 2026
Website: www.linkedin.com/company/premierpathwealth ↗
Phone: 973-671-6530
Address: 7 Giralda Farms, Madison, NJ, 07940

Advisors at this firm

7 in our index · page 1 of 1

Joseph Anthony FantozziCRD 7263773 · Madison, NJ

IA RegisteredRegistration inactive
Brian James GlennCRD 4815067 · Madison, NJ

IA Registered
Anibal Eduardo Guerrero RussoCRD 6967154 · Madison, NJ

IA RegisteredRegistration inactive
Rebecca Moran GarciaCRD 7429039 · Madison, NJ

IA RegisteredRegistration inactive
Michael John LehmanCRD 2709399 · Madison, NJ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Derek Thomas WittjohannCRD 5715298 · Madison, NJ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Patrick Thomas YorkCRD 4545350 · Madison, NJ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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