PREMIER PATH WEALTH PARTNERS, LLC

CRD 325300File 801-127703

APPROVED

Retail clients

Custody

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.22B

Above cohort median (national)

Discretionary AUM

$1.22B

Clients

463

1,965 accounts

Employees

Top 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 21, 2023
Principal office: 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940
Phone: 973-671-6530
Website: https://www.linkedin.com/company/premierpathwealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.22B
Discretionary AUM: $1.22B
Non-discretionary AUM: $0
Discretionary accounts: 1,965
Non-discretionary accounts: 0
Total accounts: 1,965
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$9.7M
Charitable organizations	Fewer than 5	$15.1M
High net worth individuals	233	$1.11B
Individuals (other than high net worth individuals)	221	$89.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.