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 $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 Status	Approved
Firm CRD#	314516
SEC#	801-121765
Assets Managed by Firm	$263,535,376
No. of Clients	197
No. of Advisors	8

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 Clients	AUM
Firm Total	197	$263,535,376
Individuals (other than high net worth individuals)	114	$48,266,780
High net worth individuals	74	$203,550,139
Charitable organizations	Fewer than 5 clients	$7,736,085
Corporations or other businesses	5	$3,982,372

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