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Premier Wealth Advisors, LLC
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Overview Share
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San Diego, California
$259.0 million AUM
1 office

Premier Wealth Advisors, LLC is based in San Diego, California and has $259.0 million in assets under management.

Location
12531 High Bluff Drive
Suite 110
San Diego, CA 92130
$259.0 million
AUM
5
Employees
AUM Share
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$258,986,000
Assets under management
1,379 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 350 $108,453,000 42% $309,866
High net worth individuals 95 $150,533,000 58% $1,584,558
Employees Share
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5
Employees
5
Investment analysts
100% of total employees
AUM per employee Share
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$258,986,000
Assets under management
$51,797,200
AUM per employee
$51,797,200
AUM per investment analyst
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Compensation

Premier Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Premier Wealth Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 285,510
SEC number 801-114445
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 02, 2020

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