CLINTON TOWNSHIP, MICRD 122638Latest ADV February 9, 2026
Premier Estate Planners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clinton Township, MI. Its latest Form ADV filing, dated February 9, 2026, reports $227M in regulatory assets under management, 4 employees, and 896 accounts.
Assets Under Management
$227M
Employees
4
Offices
--
Total Clients
584
Primary office
CLINTON TOWNSHIP, MI
16950 19 MILE RD, SUITE 4, CLINTON TOWNSHIP, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.6% of total clients.
Top client categories% of clientsClients
1
Individuals
90.6%
529
2
HNWI
9.4%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of February 9, 2026
Discretionary63.0%
$143M
63% of total RAUM63.0%
Non-discretionary37.0%
$84M
37% of total RAUM37.0%
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$227M
Total Accounts896
10Y AUM Change+$69M (+43.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee146:1
10Y Employee Change-3 (-42.9%)
* 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.