PREMIER WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$695M
Discretionary
$0
0% of AUM
Avg account
$381K
Accounts
1,824
Employees
6
Advisory reps
5

Firm details

Headquarters
SAN DIEGO, California
CRD number
285510
Registered since
December 14, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.25%
  • Individuals21.45%
  • Pension & Profit Sharing Plans9.26%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and operating since 2018. The firm serves both individual and family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator, directing client capital to third‑party managers and pooled vehicles where appropriate, and maintains an industry affiliation as a real estate broker that supports its real estate activity. Investment activity is heavily weighted toward public funds and mutual funds, but the firm also supplements portfolios with third‑party alternatives. Fee arrangements are flexible: the firm charges percentage-of-AUM fees alongside hourly and fixed fees, which supports both ongoing advisory relationships and project-based planning work. The ADV indicates that Premier Wealth Advisors primarily manages client assets on a non‑discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, US Government Bonds 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Contacts

3 of 5
  • Matthew Devine

    Financial Advisor Support SpecialistCRD 7164125

  • ARI CRANDALL

    Managing PartnerCRD 2911716

  • Cole Chodorow

    Financial Advisor Support SpecialistCRD 7196100

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
12531 High Bluff Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth