Investment adviser · CRD 325300

PREMIER PATH WEALTH PARTNERS, LLC

Investment adviser filing (IA)

MADISON, NJ, United States · Form ADV filed May 15, 2026

Regulatory AUM: $1.22B
Client accounts: 1,965
Employees: 8
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	233	$1,109,456,272	90.7%
Individuals	221	$89,010,024	7.3%
Charities	Fewer than 5	$15,092,192	1.2%
Corporations & businesses	5	$9,683,762	0.8%

Filing source

Form ADV 2104175 · May 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PREMIER PATH PRIVATE ACCESS FUND I, L.P.Private Equity Fund · Last reported May 15, 2026$0Gross asset value

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FRANK, RIMERMAN + CO. LLP PALO ALTO, California, United States

Custodian GRASSHOPPER BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN + CO. LLP
PCAOB 1596

Fund details & source

Fund ID: 805-4650635544
Reported beneficial owners: 0
Minimum commitment: $500K

Form ADV 2104175 · May 15, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7 GIRALDA FARMS, SUITE 190
MADISON, NJ, 07940, United States

CRD 325300

Filing source

Form ADV 2104175 · May 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.