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| Premier Private Wealth Management LLC
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|---|---|
| CRD # | 331860 |
| SEC # | 801-130602 |
| CIK # | 0002056550 |
| AUM | 126.3 M (2026-02-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 727-281-2882 |
| Address | 1025 Ohio Avenue Palm Harbor, FL 34683 |
| Source | [IAPD] [EDGAR] [Website] |
| 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) | 685 | 104.0 |
| (b) Individuals (high net worth individuals) | 13 | 21.6 |
| (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 | 1 | 0.1 |
| (i) State or municipal government entities | 1 | 0.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 698 | 126.3 |
| By Discretionary | ||
| Discretionary | 698 | 126.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 698 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 126.0 | |
| Total | 698 | 126.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056550] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hickory Wealth Management LLC
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|
MO | 126.5 M |
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RIA Wealth Advisors LLC
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TX | 126.2 M |
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Adirondack Research & Management Inc
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NY | 126.1 M |
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Capital Wealth Advisors Ltd
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VIP Wealth Advisors LLC
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