|
⚲
|
| Keyboard |
| Premier Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 314516 |
| SEC # | 801-121765 |
| CIK # | 0002056550 |
| AUM | 263.5 M (2025-11-17) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 615-777-2125 |
| Address | 725 Cool Springs Blvd Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Strategic Storage Trust II Inc | 1.7 | ||
| ETFS Gold Trust | 1.5 | ||
| McKesson Corp | 1.4 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 48.3 |
| (b) Individuals (high net worth individuals) | 74 | 203.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 263.5 |
| By Discretionary | ||
| Discretionary | 197 | 263.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 263.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.5 | |
| Total | 197 | 263.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056550] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ROI Financial Advisors LLC
✚
|
OR | 264.2 M |
|
Optimus Capital Advisors LLC
✚
|
TX | 264.1 M |
|
Binnacle Investments Inc
✚
|
IA | 264.1 M |
|
ARKA Capital AM Ltd
✚
|
263.8 M | |
|
Bankplus Wealth Management LLC
✚
|
MS | 263.8 M |
|
CQ Wealth Advisors Inc
✚
|
CA | 263.3 M |
|
Gallagher Capital Advisors LLC
✚
|
263.1 M | |
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 262.8 M |
|
Redwood Financial Network Corp
✚
|
OH | 262.8 M |
|
Semus Wealth Partners LLC
✚
|
FL | 262.7 M |