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PREMIER PRIVATE WEALTH MANAGEMENT, LLC

PALM HARBOR, FL · CRD 331860 · IAPD ↗ · premierprivatewealthmgt.com · 727-281-2882

$126.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
December 2024 — PREMIER PRIVATE WEALTH MANAGEMENT, LLC notice-filed in GA, NC, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — PREMIER PRIVATE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
December 2024 — PREMIER PRIVATE WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — PREMIER PRIVATE WEALTH MANAGEMENT, LLC (PALM HARBOR, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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