PREMIER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 145253
- Website
- safeadvice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals58.26%
- HNWI41.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Premier Wealth Management, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm is structured as a limited liability company and is owned by an individual. It engages in capital allocation and offers a range of advisory activities, including the selection of other advisers. The firm does not actively pursue ESG investments and is not affiliated with any multi-state advisory networks.
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
- Other53%
- Exchange Traded Equities41%
- Cash & Cash Equivalents6%
Contacts
1 of 1GARY WRIGHT
Founder & PresidentCRD 2468991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 2800 S Hulen St
- Time zone
- CT (UTC-6)
- Office locations
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