PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PALM HARBOR, Florida
- CRD number
- 331860
- Registered since
- July 25, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.35%
- HNWI17.07%
- State / Municipal Government0.51%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Premier Private Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional investors, and combines financial planning and discretionary portfolio management with insurance brokerage services. Advisory offerings explicitly include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Its fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not present itself as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities5%
- Investment Grade Corp Bonds1%
Contacts
3 of 4GARY ROSS
Registered RepresentativeCRD 5985102
ROBERT MARSH
Managing Partner, Financial AdvisorCRD 5869457
Evelyn Brizendine
Client Relationship ManagerCRD 6802898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$132M in ETFs
83%
$110M
16%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $8.5M | 275,824 | 6.41% |
Location
PALM HARBOR, FL
PINELLAS
Location
PALM HARBOR, FL
Headquartered in PALM HARBOR, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 1025 Ohio Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
STERLING BRIDGE FINANCIAL GROUP LLC
RIAPALM HARBOR, FL
NATHAN G. HANNA, LLC
RIAPALM HARBOR, FL
BASILE FINANCIAL GROUP, INC.
RIAPALM HARBOR, FL
FIDELITY CAPITAL MANAGEMENT CORP
RIAPALM HARBOR, FL
KLIMIS & ASSOCIATES ADVISORY, INC.
RIAPALM HARBOR, FL
TORING FINANCIAL ADVISORS, INC.
RIAPALM HARBOR, FL