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PREMIER WEALTH ADVISORS, LLC

NEW YORK, NY · CRD 120358 · IAPD ↗ · 212-752-4343

$555.1MRegulatory AUM
6Advisory reps
9Employees
8Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
July 2025 — PREMIER WEALTH ADVISORS, LLC now reports custody of client assets ($363,839).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2025 — PREMIER WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — PREMIER WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($431.8M -> $523.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — PREMIER WEALTH ADVISORS, LLC reported RAUM up 26% ($343.3M -> $431.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — PREMIER WEALTH ADVISORS, LLC now reports custody of client assets ($2.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.