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Premier Wealth Advisors, LLC

● SEC registered since 2018CRD 285510SEC# 801-114445San Diego, CA
Export (members)
Reg. AUM
$483.2M
Employees
6
Accounts
1,576
Location
San Diego, CA

Premier Wealth Advisors, LLC assets under management

Premier Wealth Advisors, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2018. It reports $483.2 million in regulatory assets under management and employs 6 people.

Premier Wealth Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Ac Financial Services, Inc. ControlMember25-50%2017
Ari Ben Crandall ControlManaging PartnerUnder 5%2017
Berry Leblanc, Inc. ControlMember10-25%2017
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Frequently asked questions

How much does Premier Wealth Advisors, LLC manage?

Premier Wealth Advisors, LLC reports $483.2 million in regulatory assets under management on its Form ADV.

How many employees does Premier Wealth Advisors, LLC have?

Premier Wealth Advisors, LLC reports 6 employees.

Where is Premier Wealth Advisors, LLC located?

Premier Wealth Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2018.

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

Address12531 High Bluff Drive, Suite 110, San Diego, CA 92130
Phone(858) 668-0776
Fax(858) 225-1328
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$483.2M
Total (RAUM)$483.2M