Premier Path Wealth Partners Reaches $1 Billion in Assets and Launches New Business Consulting Division
Michael Lehman, CEO of Premier Path Wealth Partners in Madison, New Jersey • Photo Credit: Premier Path Wealth Partners
MADISON, N.J., November 25, 2025 (FINANCE INTERVIEWS) — Wealth management firm Premier Path Wealth Partners has reported growth as it marks its second year in operation. The firm announced that it now oversees more than $1 billion in assets under management, has expanded its team to nine professionals, and has launched a business consulting division designed to support entrepreneurs and multi-generational family enterprises.
Finance Blog
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Finance Blog •
Premier Path, based in Madison, New Jersey, works with business owners, family wealth creators, and clients engaged in succession and long-term continuity planning. The firm’s new consulting division focuses on advisory support related to exit planning, equity compensation analysis, governance structures, liquidity events, and intergenerational transition strategies.
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Finance News •
“We founded Premier Path to give business owners and families the kind of strategic, thoughtful, and highly personalized guidance that is difficult to find in today’s advisory landscape,” said Michael Lehman, Chief Executive Officer of Premier Path Wealth Partners.
“We founded Premier Path to give business owners and families the kind of strategic, thoughtful, and highly personalized guidance that is difficult to find in today’s advisory landscape. Reaching $1 billion in AUM in just two years reflects the trust our clients place in us and the very real need for sophisticated, multidisciplinary planning. Our clients are builders of businesses, families, communities, and we are honored to help them turn their success into lasting legacies,” said Michael Lehman, CEO of Premier Path Wealth Partners.
The firm’s growth includes educational programming, events, and content for business owners seeking expertise on succession and financial decision-making. Premier Path also produces a podcast featuring in-house advisors and external specialists discussing topics including retirement planning, legacy development, business transitions, and financial psychology.
“Our growth is a direct reflection of the strength of our team and the relationships we build. We are not just wealth advisors. We are long-term partners to our clients as they navigate major financial decisions, manage complex family dynamics, and design legacies that endure,” said Derek Wittjohann, Chief Operating Officer of Premier Path Wealth Partners.
For more information, visit www.premierpath.com.
Source: Premier Path Wealth Partners
