PREMIER WEALTH ADVISORS, INC.
Firm details
- Headquarters
- WOODLAND HILLS, California
- CRD number
- 146676
- Website
- www.premierwealthcoach.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals92%
- Pension & Profit Sharing Plans8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Premier Wealth Advisors, Inc. is an independent, individually owned registered investment adviser operating as a corporation. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and delivery of educational seminars or workshops. Compensation is primarily fee‑based — a percentage of assets under management — with hourly charges used as well. The firm is not positioned as an active ESG investor and appears to operate from a single state jurisdiction. Industry affiliations include relationships with an insurance company and a real estate broker.
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
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1JACK GELNAK
President, CEOCRD 3005144
Contacts
1 of 1ERIC KRATTIGER
Wealth Preservation AdvisorCRD 2854745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODLAND HILLS, CA
LOS ANGELES
Location
WOODLAND HILLS, CA
Headquartered in WOODLAND HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 6200 Canoga Ave
- Time zone
- PT (UTC-8)
- Office locations
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