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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Premier Path Wealth Partners LLC
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|---|---|
| CRD # | 325300 |
| SEC # | 801-127703 |
| CIK # | 0001999925 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 973-671-6530 |
| Address | 7 Giralda Farms Madison, NJ 07940 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.8 | ||
| Microsoft Corp | 26.4 | ||
| Nvidia Corp | 22.3 | ||
| Amazon Com Inc | 13.2 | ||
| Facebook Inc | 11.3 | ||
| Broadcom Inc | 9.1 | ||
| Alphabet Inc | 7.7 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Alphabet Inc | 6.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 101.6 |
| (b) Individuals (high net worth individuals) | 532 | 969.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 12.8 |
| (h) Charitable organizations | 4 | 16.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,006 | 1,105.0 |
| By Discretionary | ||
| Discretionary | 1,006 | 1,105.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,006 | 1,105.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,105.0 | |
| Total | 1,006 | 1,105.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001999925] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kowal Investment Group LLC
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|
WI | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.1 |
|
Biondo Investment Advisors LLC
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|
PA | 1.1 |
|
Root Financial Partners LLC
✚
|
CA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.1 |
|
Greenline Partners LLC
✚
|
NY | 1.1 |