PREMIER CHOICE WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$33.1K
Accounts
313
Employees
1
Advisory reps
1

Firm details

Headquarters
LEHI, Utah
CRD number
312220
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals84.9%
  • HNWI15.1%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Premier Choice Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and combines fee-based portfolio management with financial planning and educational services. Its advisory menu includes portfolio management for individuals and small businesses, selection of third‑party advisers, and seminars or workshops. The firm also operates as an insurance broker and is affiliated with real estate brokerage activity. FINTRX indicates the firm acts as a capital allocator, suggesting it sources external managers rather than relying solely on in‑house strategies. Premier Choice is not identified as an active ESG investor and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • EUGENE DROSSART

    FounderCRD 7300513

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, in the West of the United States.

Region
West
County
UTAH
Address
2940 W Maple Loop Dr
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth