PPrivate Fund Data Log in Join · $37/mo

Premier Private Wealth Management, LLC

● SEC registered since 2024CRD 331860SEC# 801-130602Palm Harbor, FL
Export (members)
Reg. AUM
$113.7M
Employees
2
Accounts
736
Location
Palm Harbor, FL

Premier Private Wealth Management, LLC assets under management

Premier Private Wealth Management, LLC is an SEC-registered investment adviser based in Palm Harbor, FL. The firm has been registered since 2024. It reports $113.7 million in regulatory assets under management and employs 2 people.
www.premierprivatewealthmgt.comView on SEC.gov ↗

Premier Private Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gary Scott Ross ControlMember/Chief Compliance Officer50-75%2024
Robert Edward Marsh ControlMember50-75%2024

Frequently asked questions

How much does Premier Private Wealth Management, LLC manage?

Premier Private Wealth Management, LLC reports $113.7 million in regulatory assets under management on its Form ADV.

How many employees does Premier Private Wealth Management, LLC have?

Premier Private Wealth Management, LLC reports 2 employees.

Where is Premier Private Wealth Management, LLC located?

Premier Private Wealth Management, LLC is based in Palm Harbor, FL and has been SEC-registered since 2024.

Does Premier Private Wealth Management, LLC disclose fund performance?

Premier Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1025 Ohio Avenue, Palm Harbor, FL 34683
Phone727-281-2882
Office hours8-4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.7M
Non-discretionary$0
Total (RAUM)$113.7M