SAN DIEGO, CACRD 285510Latest ADV February 6, 2026
Premier Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 6, 2026, reports $695M in regulatory assets under management, 6 employees, and 1,824 accounts.
Assets Under Management
$695M
Employees
6
Offices
--
Total Clients
510
Primary office
SAN DIEGO, CA
12531 HIGH BLUFF DRIVE, SUITE 110, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
313
2
HNWI
34.7%
177
3
Pension Plans
3.9%
20
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$695Mas of February 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$695M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$695M
Total Accounts1,824
10Y AUM Change+$695M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee85:1
10Y Employee Change+2 (+50.0%)
* 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.