PREMIER WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$555M

Discretionary

$537M

97% of AUM

Avg account

$749K

Accounts

741

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 120358
Registered since: June 27, 2013
Website: yourpremierwealth.com
Custodians: CHARLES SCHWAB & CO., INC., PNC INVESTMENTS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.21%
Individuals15.49%
Charitable Organizations11.8%
Pension & Profit Sharing Plans7.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual & family clients and institutional accounts, and describes itself as a capital allocator that also selects outside managers. Its advisory services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with the selection of third‑party advisers. Fee arrangements include AUM‑based charges as well as hourly and fixed‑fee engagements. Premier does not identify as an active ESG investor.