PREMIER WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 285510
- Registered since
- December 14, 2018
- Website
- www.mypremierwealth.com
- 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
FINTRXOverview
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
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 Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 5Matthew Devine
Financial Advisor Support SpecialistCRD 7164125
ARI CRANDALL
Managing PartnerCRD 2911716
Cole Chodorow
Financial Advisor Support SpecialistCRD 7196100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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