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PREMIER WEALTH PARTNERS, LLC
CRD 171695
201 SIGMA DRIVE, SUITE 340, SUMMERVILLE, SC, 29486, United States
Phone
843-501-2778
Fax
843-277-0080
Registration
— (—)
Source
State registered
Total AUM
$32.4M
Discretionary AUM
$32.4M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $18.5M |
| High net worth individuals | 9 | $13.9M |
All web addresses on file
Official SEC filing: View on IAPD