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Home > Retirement Planners > tennessee > franklin > PREMIER PRIVATE WEALTH, LLC
PREMIER PRIVATE WEALTH, LLC
725 Cool Springs Blvd.
Unit 460
Franklin, Tennessee 37067
Tel: 615-777-2125
About PREMIER PRIVATE WEALTH, LLC
PREMIER PRIVATE WEALTH, LLC, formally registered with the SEC as PREMIER PRIVATE WEALTH, LLC. The firm was established in 07/16/2021. They have over 1 offices throughout the country.
PREMIER PRIVATE WEALTH, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $226,783,408 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 314516 |
| SEC# | 801-121765 |
| Assets Managed by Firm | $226,783,408 |
| No. of Clients | 188 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 188 | $226,783,408 |
| Individuals (other than high net worth individuals) | 116 | $48,440,976 |
| High net worth individuals | 65 | $169,661,953 |
| Charitable organizations | Fewer than 5 clients | $3,991,477 |
| Corporations or other businesses | 6 | $4,689,002 |
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|---|---|---|---|
| $582,388,000,000 | 58634 | 4134 | |
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