Chief Investment Officer · Premier Path Wealth Partners, LLC
Brian J. Glenn
CRD 4815067 · Named on Form ADV at one SEC-registered adviser
At a glance
Premier Path Wealth Partners, LLC, an SEC-registered wealth manager based in Madison, NJ with $1.2 billion in regulatory assets, lists Brian J. Glenn on its Form ADV as Chief Investment Officer.
Firms and roles
- Premier Path Wealth Partners, LLCChief Investment OfficerWealth manager · Madison, NJ · $1.2B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael J. LehmanCEO, Founding Partner, Premier Path Wealth Partners, LLC
- Derek T. WittjohannChief Operating Officer, Partner, Premier Path Wealth Partners, LLC
- Patrick T. YorkPartner, Premier Path Wealth Partners, LLC
- Joseph A. FantozziChief Compliance Officer, Premier Path Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.