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PREMIER PRIVATE WEALTH, LLC

725 Cool Springs Blvd.
Unit 460
Franklin, Tennessee 37067
Tel: 615-777-2125

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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 $263,535,376 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314516
SEC#801-121765
Assets Managed by Firm$263,535,376
No. of Clients197
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (FAMILY OFFICE AND WEALTH PLANNING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total197$263,535,376
Individuals (other than high net worth individuals)114$48,266,780
High net worth individuals74$203,550,139
Charitable organizationsFewer than 5 clients$7,736,085
Corporations or other businesses5$3,982,372

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