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Premier Path Wealth Partners

Also known as premier path wealth

Wealth ManagerMadison, United StatesFounded 2023

Madison

Headquarters

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About Premier Path Wealth Partners

Premier Path Wealth Partners is a wealth manager based in Madison, US. Founded in 2023.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Premier Path Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $1.2B
Total Clients: 1,965
Filing Date: May 15, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Premier Path Wealth Partners across SEC, IRS, DOL and international registers — newest first.

13F

Premier Path Wealth Partners, LLC

Jul 21, 2026 · 2026 Q2

$869.6M

FORM ADV

PREMIER PATH WEALTH PARTNERS, LLC

May 15, 2026

$1.2B

13F

Premier Path Wealth Partners, LLC

Apr 23, 2026 · 2026 Q1

$767.4M

PENSION

EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS

Oct 13, 2025 · DC

$570.8M

PENSION

THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS

Oct 13, 2025 · DC

$243.8M

PENSION

PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLAN

Sep 23, 2025 · DB

$415.3M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Premier Path Wealth Partners?

Premier Path Wealth Partners is a wealth manager based in Madison, United States.

Where is Premier Path Wealth Partners headquartered?

Premier Path Wealth Partners is headquartered in Madison, United States.

When was Premier Path Wealth Partners founded?

Premier Path Wealth Partners was founded in 2023.

How can I contact Premier Path Wealth Partners?

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