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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

PREMIER SOUTHWEST PLANNING GROUP, LLC

CRD 132868

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c00e9ee-3dcf-2292-ab6a-3e1339765a48

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: May 12, 2026 to May 12, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Premier Southwest Planning Group, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $92.3MItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $92.3M
Private client RAUM: $83.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 523
Individual clients: 312
High net worth clients: 41
CRD: 132868
Filings on the tape: 1
First filed: May 12, 2026
Latest filed: May 12, 2026
Organised: Limited Liability Company, AZ
Website: premierswplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRUCE JONATHAN WEINSTEIN	n/a	Scottsdale, AZ	21	37	3	no
Joshua L Gifford	n/a	SCOTTSDALE, AZ	4	12	1	no
Jonathan Evan Miller	Personal Financial Specialist	SCOTTSDALE, AZ	2	21	n/a	no

Relationships

Registered with (4)

← Jonathan Evan MillerAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← Joshua L GiffordAdvisorregistration: current employment
Jun 17, 2022 to presentfactForm ADV
← BRUCE JONATHAN WEINSTEINAdvisorregistration: current employment
Jan 1, 2005 to presentfactForm ADV
← SCOTT DAVID SORUMAdvisorregistration: previous registration
May 11, 2011 to Apr 26, 2024factForm ADV

Dated events

Occurred
Apr 26, 2024
Advisor changed firm
Scott David Sorum left Premier Southwest Planning Group, Llc for On Investment Management Co (registered 2014-05-30)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c00e9ee-3dcf-2292-ab6a-3e1339765a48
First observed: May 12, 2026
Last observed: May 12, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PREMIER SOUTHWEST PLANNING GROUP, LLC

CRD 132868

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c00e9ee-3dcf-2292-ab6a-3e1339765a48

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRUCE JONATHAN WEINSTEIN

n/a

Scottsdale, AZ

Joshua L Gifford

n/a

SCOTTSDALE, AZ

Jonathan Evan Miller

Personal Financial Specialist

SCOTTSDALE, AZ

n/a