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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2023
- Office Locations
- 1
Office Locations
About Premier Path Wealth Partners, LLC
Premier Path Wealth Partners is an independent RIA based in Madison, NJ, providing wealth planning and investment management for multigenerational families, corporate executives, entrepreneurs, and owners of private and family businesses. Portfolios commonly use ETFs, mutual funds, and fixed income, with access to alternatives where appropriate. Custody includes Fidelity/NFS.
Team overview
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Owner & Executives
Joseph Anthony Fantozzi
Chief Compliance Officer
- CRD
- #7263773
- Ownership
- Less than 5%
BRIAN JAMES GLENN
Chief Investment Officer, Private Wealth Advisor
- CRD
- #4815067
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Rebecca Moran Garcia
Advisor
- CRD
- #7429039
ANIBAL EDUARDO GUERRERO RUSSO
Wealth Planner
- CRD
- #6967154
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,223,242,250 | $622,515 |
| Non-Discretionary | $0 | -- |
| Total | $1,223,242,250 | $622,515 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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