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PREMIER WEALTH ADVISORS, LLC
CRD 120358 · SEC 801-78204
1411 BROADWAY, 16TH FLOOR, NEW YORK, NY, 10018, United States
Phone
212-752-4343
Fax
212-752-7673
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$555.1M
Discretionary AUM
$537.0M
Team
9 total employees; 6 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 363 | $86.0M |
| High net worth individuals | 251 | $362.0M |
| Pension/profit sharing plans | 29 | $41.6M |
States served
CA, MA, NJ, NY, PA, SC, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD