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PREMIER WEALTH ADVISORS, LLC

SAN DIEGO, CA · CRD 285510 · IAPD ↗ · (858) 668-0776

$694.9MRegulatory AUM
6Advisory reps
6Employees
10Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — PREMIER WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($483.2M -> $694.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — PREMIER WEALTH ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — PREMIER WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
July 2024 — PREMIER WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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