# PREMIER PATH WEALTH PARTNERS, LLC

PREMIER PATH WEALTH PARTNERS, LLC of MADISON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 325300
- Type: SEC-registered investment adviser
- SEC file number: 801-127703
- Location: 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940
- Phone: 973-671-6530
- Latest filing: 2026-05-15
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 8
- Accounts: 1,965

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Michael John Lehman | CEO, FOUNDING PARTNER; OWNER | — |
| Derek Thomas Wittjohann | CHIEF OPERATING OFFICER, PARTNER | — |
| Patrick Thomas York | PARTNER | — |
| Brian James Glenn | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| GLENN ROBERT JAMES | CHIEF INVESTMENT OFFICER | — |
| GLENN BRIAN J | CHIEF INVESTMENT OFFICER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| LEHMAN MICHAEL JOHN | CEO, FOUNDING PARTNER; OWNER | — |
| WITTJOHANN DEREK T | CHIEF OPERATING OFFICER, PARTNER | — |
| Kalata Linda R | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| YORK PATRICK THOMAS | PARTNER | — |
| WITTJOHANN DEREK THOMAS | CHIEF OPERATING OFFICER, PARTNER | — |
| KALATA LINDA ROSE | CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Joseph Anthony Fantozzi | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325300/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325300/similar
- Related entities: https://search.stillhousedata.com/firm/325300/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325300

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.