Premier Wealth Management, LLC

RIAState Registered

Total AUM

$2.8M

Discretionary

$2.7M

95% of AUM

Avg account

$98.3K

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Premier Wealth Management, LLC is a small, Texas-based independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Premier operates as a capital allocator, using external managers where appropriate, and bills clients through a mix of AUM-based fees, fixed fees, and other fee arrangements. The firm is affiliated with an insurance company for industry relationships.