Premier Path Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,198,466,296
Clients
454
Advisors
7
of 8 employees
About
Premier Path Wealth Partners provides investment advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning and consulting, retirement‑plan consulting, and access to private pooled investments and fee‑based insurance products. The firm also supports employer plan sponsors and may recommend or engage third‑party money managers for portions of client portfolios.
The firm’s investment process blends multiple analytic approaches — including fundamental, technical, and portfolio construction methods — across a range of instruments (individual stocks and bonds, ETFs, options, alternatives, private equity, REITs and digital assets) and emphasizes continuous monitoring and rebalancing. It uses third‑party platforms and managers (including an external TAMP) and an order‑management tool to implement strategies in both custody and held‑away accounts, and it may employ margin or borrowing in client accounts when deemed suitable.
Compared with many peers, Premier Path operates with a relatively large asset base managed by a compact advisory team, resulting in higher assets per advisor than is common among similar team firms, and it sponsors an unregistered private fund that undergoes an independent PCAOB audit. The firm’s use of external platform relationships and held‑away account tools, its explicit allowance of borrowing in accounts, and its practice of charging a non‑refundable due‑diligence fee for participation in certain external private investments are notable operational features.
Client services
Expertise
Fee options
Financial planning flat fees from $1,500 to $50,000; Retirement Plan Consulting flat fees from $1,500 to $25,000.
Up to 1.50% annually (maximum fee)
Up to $350 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $50,000 for financial planning; flat fees range from $1,500 to $25,000 for retirement plan consulting.
Main office
7 Giralda Farms, Suite 190
Madison NJ 07940
Advisors at this office
7
Most active in
California · Colorado · Connecticut · Florida · Georgia · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rebecca G
Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Rebecca Garcia is a financial advisor with Premier Path Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Medix before joining Premier Path Wealth Partners. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to private pooled investments. The firm employs a multi-analytic investment approach across various instruments and supports employer plan sponsors, using both internal and third-party managers.
Joseph F
Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.
Derek W
CFP®, Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.
Brian G
CFA®, Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.
Justin N
Series 65
Madison, NJ
Premier Path Wealth Partners, LLC
Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.
Patrick Y
CFP®, Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.
Michael L
CFP®, Series 63, Series 66
Madison, NJ
Premier Path Wealth Partners, LLC
Michael Lehman is a CFP® professional with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America, Merrill Lynch Pierce, Fenner & Smith, and Wells Fargo Clearing. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, utilizing a multi-analytic investment approach across a variety of asset classes and incorporating both internal management and third-party platforms. The firm manages a large asset base with a compact team and offers a range of services including discretionary portfolio management, financial planning, retirement-plan consulting, and access to private pooled investments.
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