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Home > Retirement Planners > california > san diego > PREMIER WEALTH ADVISORS, LLC
PREMIER WEALTH ADVISORS, LLC
12531 High Bluff Drive
Suite 110
San Diego, California 92130
Tel: (858) 668-0776
About PREMIER WEALTH ADVISORS, LLC
PREMIER WEALTH ADVISORS, LLC, formally registered with the SEC as PREMIER WEALTH ADVISORS, LLC. The firm was established in 12/14/2018. They have over 1 offices throughout the country.
PREMIER WEALTH ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $414,774,468 assets under management, offering retirement planning & investment advisory services to 1498 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285510 |
| SEC# | 801-114445 |
| Assets Managed by Firm | $414,774,468 |
| No. of Clients | 1498 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1498 | $414,774,468 |
| Individuals (other than high net worth individuals) | 330 | $140,115,751 |
| High net worth individuals | 124 | $274,658,717 |
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