Chief Operating Officer, Partner · Premier Path Wealth Partners, LLC
Derek T. Wittjohann
CRD 5715298 · 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 Derek T. Wittjohann on its Form ADV as Chief Operating Officer, Partner, a control person.
Firms and roles
- Premier Path Wealth Partners, LLCChief Operating Officer, PartnerWealth manager · Madison, NJ · $1.2B in regulatory assets
AtlasMembers
Derek’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael J. LehmanCEO, Founding Partner, Premier Path Wealth Partners, LLC
- Patrick T. YorkPartner, Premier Path Wealth Partners, LLC
- Brian J. GlennChief Investment Officer, 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 Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.