PREMIER CHOICE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 312220
- Website
- mywealthcompany.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1EUGENE DROSSART
FounderCRD 7300513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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