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| Premier Path Wealth Partners LLC
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| |
|---|---|
| CRD # | 325300 |
| SEC # | 801-127703 |
| CIK # | 0001999925 |
| AUM | $814.5 MM (2024-07-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 973-671-6530 |
| Address | 7 Giralda Farms Madison, NJ 07940 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.4 | |
| MSFT | 1,918,222.4 | 23.6 | |
| NVDA | 399,550.0 | 17.3 | |
| AMZN | 1,092,997.8 | 12.4 | |
| GOOGL | 1,475,138.5 | 7.7 | |
| META | 434,852.0 | 7.3 | |
| GOOG | 1,482,566.4 | 6.3 | |
| LLY | 301,789.7 | 5.6 | |
| AVGO | 201,282.9 | 5.2 | |
| JPM | 340,169.2 | 4.9 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 19.0 |
| (b) Individuals (high net worth individuals) | 529 | 756.7 |
| (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 | 14.8 |
| (h) Charitable organizations | 4 | 17.1 |
| (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 | 12 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,622 | 814.5 |
| By Discretionary | ||
| Discretionary | 1,622 | 814.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,622 | 814.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 814.5 | |
| Total | 1,622 | 814.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001999925] |
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|---|---|---|
|
Aspire Capital Advisors LLC
✚
|
WA | 0.8 |
|
Gould Asset Management LLC
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CA | 0.8 |
|
Glass Jacobson Investment Advisors LLC
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MD | 0.8 |
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Pinnacle Wealth Advisors
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TN | 0.8 |
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Onyx Bridge Wealth Group LLC
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NY | 0.8 |
|
SMI Advisory Services LLC
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|
IN | 0.8 |
|
Chequers Financial Management LLC
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CA | 0.8 |
|
Bluestem Wealth Partners LLC
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|
MN | 0.8 |
|
Next Level Private LLC
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NY | 0.8 |
|
Roehl & YI Investment Advisors LLC
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|
OR | 0.8 |