This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$695MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$630MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,824

Individual clients

313

High net worth clients

177

Custody, client assets

$250M

SEC number

801-114445

CRD

285510

Filings on the tape

22

First filed

Nov 15, 2018

Latest filed

Feb 6, 2026

Organised

Limited Liability Company, CA

• Occurred

  Feb 6, 2026
  Regulatory AUM changed

  Premier Wealth Advisors, Llc reported RAUM $694.9M, up 44% from $483.2M (2025-11-20 to 2026-02-06)

  Form ADVobserved 4 days ago
  $212M
• Occurred

  Nov 15, 2018
  First Form ADV filing

  Premier Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8338edb0-9db6-487c-85c6-bc5ba0131f4e

First observed

Nov 15, 2018

Last observed

Feb 6, 2026 7 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.