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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PREMIER ESTATE PLANNERS, LLC

CRD 122638

CLINTON TOWNSHIP, MI

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:c4766cf9-a585-b92a-399d-e671dfc461a3

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2012 to Feb 9, 2026
33 observations

Across DFX

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.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $227MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $143M
Private client RAUM: $227MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $113Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 896
Individual clients: 529
High net worth clients: 55
SEC number: 801-68487
CRD: 122638
Filings on the tape: 33
First filed: Jan 30, 2012
Latest filed: Feb 9, 2026
Organised: Limited Liability Company, MI
Website: yourplanners.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
DONALD P CARNAGHI	n/a	CLINTON TOWNSHIP, MI	15	41	1	no
THOMAS ROY MAZZA	n/a	CLINTON TOWNSHIP, MI	14	44	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARNAGHI, DONALD, PETER	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	07/2002	Jan 30, 2012	Jan 19, 2024
MAZZA, THOMAS, ROY	MANAGING MEMBER	D	yes	07/2002	Jan 30, 2012	Jan 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$227M	$143M	4	2	0	n/a	n/a
2024	Feb 24, 2025	$203M	$114M	4	2	0	n/a	n/a
2023	Jan 19, 2024	$187M	$97.1M	4	2	0	n/a	n/a
2022	Mar 6, 2023	$178M	$87.8M	4	2	0	n/a	n/a
2021	Feb 4, 2022	$228M	$124M	3	3	0	n/a	n/a
2020	Jan 15, 2021	$208M	$124M	4	3	0	n/a	n/a
2019	Feb 13, 2020	$196M	$102M	4	3	0	n/a	n/a
2018	Jan 23, 2019	$157M	$78.5M	4	3	0	n/a	n/a
2017	Mar 17, 2018	$179M	$73.1M	5	4	0	n/a	n/a
2016	Mar 14, 2017	$158M	$52.8M	7	4	n/a	n/a	n/a
2015	Mar 7, 2016	$137M	$33.4M	5	4	n/a	n/a	n/a
2014	Feb 25, 2015	$141M	$32.3M	4	4	n/a	n/a	n/a
2013	Jan 16, 2014	$135M	$33.3M	4	3	n/a	n/a	n/a
2012	Feb 22, 2013	$116M	$32.9M	3	3	n/a	n/a	n/a
2011	Jan 30, 2012	$99.0M	$33.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$227M	$203M	11.5%	$178M	8.4%	4	4	0	0

Relationships

Registered with (4)

← THOMAS ROY MAZZAAdvisorregistration: current employment
Dec 1, 2011 to presentfactForm ADV
← DONALD P CARNAGHIAdvisorregistration: current employment
Nov 15, 2010 to presentfactForm ADV
← WILLIAM JOHN SCHMIDTAdvisorregistration: previous registration
May 11, 2012 to Feb 13, 2023factForm ADV
← KATHLEEN VALERIE ELLIOTTAdvisorregistration: previous registration
Jan 21, 2016 to Apr 16, 2018factForm ADV

Controls (2)

← MAZZA, THOMAS, ROYOwnerMANAGING MEMBER, ownership code D, individual
Jan 30, 2012 to Jan 19, 2024factForm ADV
← CARNAGHI, DONALD, PETEROwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 30, 2012 to Jan 19, 2024factForm ADV

Dated events

Occurred
Feb 13, 2023
Advisor changed firm
William John Schmidt left Premier Estate Planners, Llc for Belpointe Asset Management Llc (registered 2019-03-13)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4766cf9-a585-b92a-399d-e671dfc461a3
First observed: Jan 30, 2012
Last observed: Feb 9, 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.

PREMIER ESTATE PLANNERS, LLC

CRD 122638

CLINTON TOWNSHIP, MI

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:c4766cf9-a585-b92a-399d-e671dfc461a3

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD P CARNAGHI

n/a

CLINTON TOWNSHIP, MI

THOMAS ROY MAZZA

n/a

CLINTON TOWNSHIP, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARNAGHI, DONALD, PETER

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2002

Jan 30, 2012

Jan 19, 2024

MAZZA, THOMAS, ROY

MANAGING MEMBER

yes

07/2002

Jan 30, 2012

Jan 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$227M

$143M

n/a

2024

Feb 24, 2025

$203M

$114M

n/a

2023

Jan 19, 2024

$187M

$97.1M

n/a

2022

Mar 6, 2023

$178M

$87.8M

n/a

2021

Feb 4, 2022

$228M

$124M

n/a

2020

Jan 15, 2021

$208M

$124M

n/a

2019

Feb 13, 2020

$196M

$102M

n/a

2018

Jan 23, 2019

$157M

$78.5M

n/a

2017

Mar 17, 2018

$179M

$73.1M

n/a

2016

Mar 14, 2017

$158M

$52.8M

n/a

2015

Mar 7, 2016

$137M

$33.4M

n/a

2014

Feb 25, 2015

$141M

$32.3M

n/a

2013

Jan 16, 2014

$135M

$33.3M

n/a

2012

Feb 22, 2013

$116M

$32.9M

n/a

2011

Jan 30, 2012

$99.0M

$33.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$227M

$203M

11.5%

$178M

8.4%