Premier Wealth Advisors, LLC
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Overview
Premier Wealth Advisors, LLC operates as a financial advisor company headquartered in San Diego, California. The company controls $347.4 million in assets under management throughout 1,456 customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 3 financial advisors. Premier Wealth Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as stocks, options and bonds.
Premier Wealth Advisors, LLC manages none of the company's accounts in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing client approval. It also has 1,456 non-discretionary accounts with a total of $347.4 million in assets. The advisory firm's average account size is $238,621. The typical financial advisor at Premier Wealth Advisors, LLC oversees around 485 client accounts.
Premier Wealth Advisors, LLC's main office is at 12531 High Bluff Drive, San Diego, California 92130. Premier Wealth Advisors, LLC is registered to serve investors across 7 states, including Arizona, California, Colorado, Nevada, Texas, Virginia and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Premier Wealth Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$347.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,456
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$238.6 thousand
Products and Services
Premier Wealth Advisors, LLC provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, the firm provided 11-25 of its accounts with financial planning services. Premier Wealth Advisors, LLC does sell products or offer services apart from investment advice to its customers. The company is also affiliated with one or more other companies in the financial services industry, including with a real estate broker or dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Premier Wealth Advisors, LLC likely include any blend of the following fee types: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors and high net worth investors. Out of its 1,456 customers, Premier Wealth Advisors, LLC's biggest client group by number of accounts is retail investors, though it also manages money for 90 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 18.67%
- Other Individuals - 81.33%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Premier Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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