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PREMIER PRIVATE WEALTH MANAGEMENT, LLC
CRD 331860 · SEC 801-130602
1025 OHIO AVENUE, PALM HARBOR, FL, 34683, United States
Phone
727-281-2882
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.3M
Discretionary AUM
$126.3M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 685 | $104.0M |
| High net worth individuals | 13 | $21.6M |
| Charitable organizations | 1 | $87K |
| State/municipal entities | 1 | $644K |
States served
GA, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD