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PREMIER WEALTH ADVISORS, LLC
CRD 285510 · SEC 801-114445
12531 HIGH BLUFF DRIVE, SUITE 110, SAN DIEGO, CA, 92130, United States
Phone
(858) 668-0776
Fax
(858) 225-1328
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$694.9M
Discretionary AUM
$0
Team
6 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 313 | $149.1M |
| High net worth individuals | 177 | $481.2M |
| Pension/profit sharing plans | 20 | $64.4M |
States served
AZ, CA, CO, NV, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD