PREMIER PATH WEALTH PARTNERS, LLC
C39
CRD 325300·SEC 801-127703·MADISON, NJ
AUM
$1.22B
$1B+
Est. Revenue
$12.2M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals High Net Worth | 233 |
| Individuals Other | 221 |
| Corporations | 5 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'25 · 4 advisors
'26 · 5 advisors
'25'26
4 advisors → 5 advisors▲ +25%
Branches
| Count | 1 |
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Bank of America, National Association
Compliance & brand
All other collected signals (26)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7 GIRALDA FARMSSUITE 190MADISON, NJ 07940
Business
7 GIRALDA FARMSSUITE 190MADISON, NJ 07940
Edgar Recent Filings
13F-HR2026-04-23 · 0001999925-26-000002
13F-HR2026-01-22 · 0001999925-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 16,575 |
| Returns | 1,670 |
Stub 2
| AGI | 29,417 |
| Returns | 800 |
Stub 3
| AGI | 44,186 |
| Returns | 710 |