Premier Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $555M in regulatory assets under management, 9 employees, 1 office, and 741 accounts.
Assets Under Management
$555M
Employees
9
Offices
1 office
Total Clients
643
Primary office
NEW YORK, NY
1411 BROADWAY, 16TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
363
2
HNWI
39.0%
251
3
Pension Plans
4.5%
29
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$555Mas of March 27, 2026
Discretionary96.7%
$537M
97% of total RAUM96.7%
Non-discretionary3.3%
$18M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$555M
Total Accounts741
10Y AUM Change+$354M (+175.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee71:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.