INDIAN WELLS, CACRD 289044Latest ADV January 28, 2026
M Premier Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indian Wells, CA. Its latest Form ADV filing, dated January 28, 2026, reports $251M in regulatory assets under management, 3 employees, and 622 accounts.
Assets Under Management
$251M
Employees
3
Offices
--
Total Clients
251
Primary office
INDIAN WELLS, CA
74-900 HIGHWAY 111, SUITE 112, INDIAN WELLS, CA, United States
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
173
2
HNWI
31.1%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of January 28, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$251M
Total Accounts622
10Y AUM Change+$251M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee84:1
10Y Employee Change0 (0.0%)
* 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.