PREMIERE WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$50M

Discretionary

$45M

90% of AUM

Avg account

$139K

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: TUCSON, Arizona
CRD number: 294893
Website: premret.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI60%
Individuals40%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Premiere Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. In addition to investment advisory services, the firm is registered as an insurance broker and engages in financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through publications and seminars. The firm identifies itself as a capital allocator but does not describe any ESG-driven investment approach and is not registered as a multi-state adviser.