A. Premier Wealth Advisors LLC (“Adviser”) is an investment adviser founded in 2018, registered with the U.S. Securities and Exchange Commission and notice filed in applicable states, and is principally owned by Josh Koehnen, Ari Crandall, and Joe LeBlanc through their respective individual corporations.
B. Adviser offers the following types of advisory services: i.Wealth Management: Adviser provides ongoing non-discretionary wealth management services to its clients based upon each client’s current financial condition, goals, risk tolerance, income, liquidity requirements, investment time horizon, and other information that is relevant to the management of clients’ account(s). Adviser generally recommends that clients fulfill their investment objectives by allocating their assets across a diversified risk-based portfolio of no-load mutual funds or exchange traded funds (“ETFs”). This portfolio is rebalanced periodically to remain in-line with the client’s agreed-upon asset allocation, though the asset allocation may be changed from time to time based on changes to a client’s specific situation.
In connection with providing wealth management services, Adviser generally recommends or selects an independently-registered and unaffiliated investment adviser (a “Third-Party Adviser”) to manage its clients’ accounts. Adviser currently has such an arrangement with Buckingham Strategic Partners, LLC (doing business as “Buckingham”). Buckingham is a turnkey asset management provider, and is compensated directly by clients for the services it provides, including model portfolio construction, transaction processing, custodial engagement, back-office support, quarterly reporting, fee-debiting, and educational conference hosting. Both Adviser and Buckingham share responsibility for managing and administering client accounts.
ii.Financial Planning: Adviser alternatively offers to provide a one-time financial plan and/or ongoing financial planning advice that clients will be responsible for implementing at their discretion. Financial Planning services will typically include analyses and recommendations with respect to retirement planning, estate planning, investment planning, charitable planning, education planning, insurance and risk management, and small business planning (among other related topics as applicable). Such analyses and recommendations are memorialized in either a one-time financial plan, and/or are delivered over a series of meetings to allow Adviser to coach clients through implementation.
iii.Income Tax Preparation: Adviser may also be separately retained by clients to assist with income tax return preparation, and to analyze clients’ specific

tax situation for opportunities to minimize federal and state income tax liability. Income tax preparation fees are billed separately from wealth management or financial planning fees.
Adviser typically provides investment advice with respect to limited types of investments, which include mutual funds, ETFs, stocks, bonds, and real estate investment trusts (“REITs”).
C. Adviser tailors its advisory services to the individual needs of its clients by taking the time to understand clients’ current financial condition, goals, risk tolerance, income, liquidity requirements, investment time horizon, and other information that is relevant to the management of clients’ account(s). This information will then be used to make investment recommendations that reflect clients’ individual needs and objectives on an initial and ongoing basis. Adviser’s recommendations will allocate portions of clients’ account(s) to various asset classes classified according to historical and projected risks and rates of return. Adviser will review all such recommendations with clients, and clients will have the opportunity to accept or reject any recommendations. Clients are under no obligation to accept or implement any recommendation made by Adviser. Clients may impose restrictions on investing in certain securities or types of securities so long as such restrictions may reasonably be implemented by Adviser.
D. Adviser does not participate in any wrap fee programs.
E. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (the “Code”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: i.Meet a professional standard of care when making investment recommendations (give prudent advice); ii.Never put our financial interests ahead of yours when making recommendations (give loyal advice); iii.Avoid misleading statements about conflicts of interest, fees, and investments; iv.Follow policies and procedures designed to ensure that we give advice that is in your best interest; v.Charge no more than is reasonable for our services; and vi.Give you basic information about conflicts of interest.
F. As of December 31, 2022, Adviser manages $347,432,413 in client assets on a non-discretionary basis and $0 on a discretionary basis.