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| Premier Wealth Advisors LLC
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|
|---|---|
| CRD # | 285510 |
| SEC # | 801-114445 |
| CIK # | |
| AUM | $343.3 MM (2023-03-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 858-668-0776 |
| Address | 12531 High Bluff Drive San Diego, CA 92130 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 155.6 |
| (b) Individuals (high net worth individuals) | 90 | 191.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,456 | 347.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,456 | 347.4 |
| Total | 1,456 | 347.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.4 | |
| Total | 1,456 | 347.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stewart Wealth Management Inc
✚
|
CA | 0.3 |
|
Excel Securities & Associates Inc
✚
|
NY | 0.3 |
|
RMR Wealth Advisors LLC
✚
|
WI | 0.3 |
|
Meridian Financial Partners LLC
✚
|
VA | 0.3 |
|
First Capital Advisors Group LLC
✚
|
PA | 0.3 |
|
Allodium Investment Consultants LLC
✚
|
MN | 0.3 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.3 |
|
Auctus Advisors LLC
✚
|
NC | 0.3 |
|
Equinum LLC
✚
|
NY | 0.3 |
|
Carlson & Company Financial Services LLC
✚
|
KS | 0.3 |