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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Premier Private Wealth LLC
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| CRD # | 314516 |
| SEC # | 801-121765 |
| CIK # | |
| AUM | $263.5 M (2025-03-05) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 615-777-2125 |
| Address | 725 Cool Springs Blvd Franklin, TN 37067 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 48.3 |
| (b) Individuals (high net worth individuals) | 74 | 203.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 263.5 |
| By Discretionary | ||
| Discretionary | 197 | 263.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 263.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.5 | |
| Total | 197 | 263.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marshall Investment Management LLC
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|
CO | 0.3 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |
|
Loyola Asset Management LLC
✚
|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Branson Frank A Inc
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|
CA | 0.3 |
|
NorthStar Financial Planning LLC
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|
NH | 0.3 |