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Premier Wealth Advisors, LLC

● SEC registered since 2013CRD 120358SEC# 801-78204New York, NY
Export (members)
Reg. AUM
$523.1M
Employees
9
Accounts
754
Location
New York, NY

Premier Wealth Advisors, LLC assets under management

Premier Wealth Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $523.1 million in regulatory assets under management and employs 9 people.

Premier Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Louis Diaz ControlChief Compliance Officer And PresidentUnder 5%1992
Premier Financial Services, Inc. ControlManaging MemberOver 75%1999
John Louis Diaz ControlPresidentOver 75%1992

Frequently asked questions

How much does Premier Wealth Advisors, LLC manage?

Premier Wealth Advisors, LLC reports $523.1 million in regulatory assets under management on its Form ADV.

How many employees does Premier Wealth Advisors, LLC have?

Premier Wealth Advisors, LLC reports 9 employees.

Where is Premier Wealth Advisors, LLC located?

Premier Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2013.

Does Premier Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address1411 Broadway, 16th Floor, New York, NY 10018
Phone212-752-4343
Fax212-752-7673
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$523.1M
Non-discretionary$0
Total (RAUM)$523.1M