PREMIER WEALTH SOLUTIONS, LLC

Overview

Premier Wealth Solutions, LLC is a small independent registered investment adviser focused on individual and family clients. The firm combines financial planning and portfolio management with insurance brokerage activity, positioning itself to deliver both investment advice and insurance-based solutions. Its advisory work includes ongoing portfolio oversight for individuals and small businesses as well as educational seminars and workshops, which suggests a client-facing, consultative approach rather than a large institutional practice. Investment activity is heavily equity-oriented; the firm reports a clear preference for exchange-traded equities as the dominant asset class. Fee arrangements are mixed — percentage of AUM alongside hourly and fixed fees and the ability to accept commissions — which allows the firm to tailor billing to client needs, from comprehensive wealth management relationships to specific planning or implementation engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices