Premier Path Wealth Partners, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 463
- Avg AUM / client
- $2.6M
- Accounts
- 1,965
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 221 | $89.0M | 7.28% |
| High net worth individuals | 233 | $1.1B | 90.7% |
| Charitable organizations | 4 | $15.1M | 1.23% |
| Corporations and other businesses | 5 | $9.7M | 0.79% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Thomas Wittjohann | Chief Operating Officer, Partner | CFP | Apr 2023 (3y) | Less than 5% |
| Linda Rosa Kalata | Chief Administrative Officer, Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Michael John Lehman | Ceo, Founding Partner | CFP | Apr 2023 (3y) | ≈ 42.19% – 100% via Mjl Financial Holdings, Llc |
| Patrick Thomas York | Partner | CFP | Apr 2023 (3y) | Less than 5% |
| Brian James Glenn | Chief Investment Officer | CFA | May 2023 (3y) | Less than 5% |
| Rebecca Moran Garcia | Registered representative | Dec 2024 (2y) | ||
| Joseph Anthony Fantozzi | Registered representative | May 2025 (1y) | ||
| Anibal Eduardo Guerrero Russo | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Premier Path Holdings, Llc | Llc Owner | Apr 2023 | A | 75% or more |
| Mjl Financial Holdings, Llc | Owner | Apr 2023 | B | ≈ 56.25% – 100% via Premier Path Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael John Lehman: 75% – 100% of Mjl Financial Holdings, Llc × 75% – 100% of Premier Path Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Mjl Financial Holdings, Llc: 75% – 100% of Premier Path Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗