725 Cool Springs Blvd.
Unit 460
Franklin, Tennessee 37067
Tel: 615-777-2125
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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