PREMIER WEALTH ADVISORS, LLC
Company Profile
| AUM* | 1,249,961,922 33% |
| of that, discretionary | 536,993,755 3% |
| Number of Employees | 15 -6% |
| of those in investment advisory functions | 12 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 487,315 110% |
| High Net Worth | 36.96% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
713M
611M
509M
407M
306M
204M
102M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date02/27/2026 | Form ADV-E View Report |
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date07/31/2024 | Form ADV-E View Report |