Premier Wealth Advisors, LLC
San Diego, CA·SEC-registered · CRD #285510
Premier Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Diego, CA managing $695M across 3.6k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$695M
Client accounts
3.6k
Advisory staff
6
Fee model
Fee-based
How Premier Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Premier Wealth Advisors, LLC
How much does Premier Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (02/06/2026), Premier Wealth Advisors, LLC reports $695M in regulatory assets under management across roughly 3.6k client accounts.
How does Premier Wealth Advisors, LLC charge?
Premier Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Premier Wealth Advisors, LLC a fiduciary?
Yes. Premier Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #285510), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Premier Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Premier Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Premier Wealth Advisors, LLC's public SEC Form ADV filing (CRD #285510, filed 02/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Premier Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Premier Wealth Advisors, LLC? Claim this profile.