PREMIER WEALTH ADVISORS, INC.

RIASEC Registered
Total AUM
$25M
Discretionary
$0
0% of AUM
Avg account
$397K
Accounts
63
Employees
2
Advisory reps
2

Firm details

Headquarters
WOODLAND HILLS, California
CRD number
146676
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • JACK GELNAK

    President, CEOCRD 3005144

Contacts

1 of 1
  • ERIC KRATTIGER

    Wealth Preservation AdvisorCRD 2854745

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth