Overview
Assets Under Management: $264 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Frequently Asked Questions
PREMIER PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314516), PREMIER PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PREMIER PRIVATE WEALTH, LLC is headquartered in FRANKLIN, TN.
PREMIER PRIVATE WEALTH, LLC serves 74 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, PREMIER PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PREMIER PRIVATE WEALTH, LLC manages $264 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, PREMIER PRIVATE WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 197
Discretionary Accounts: 197
Regulatory Filings
CRD Number: 314516
Filing ID: 2027625
Last Filing Date: 2025-11-17 09:03:39
Website: 0