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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD 331860

PALM HARBOR, FL

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:d7e3dfb0-0fbc-d837-4dbc-4ee043c991cd

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 4, 2024 to Feb 24, 2026
5 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $126MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $126MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $31.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 698
Individual clients: 685
High net worth clients: 13
SEC number: 801-130602
CRD: 331860
Filings on the tape: 5
First filed: Jun 4, 2024
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, FL
Website: premierprivatewealthmgt.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
ROBERT EDWARD MARSH	n/a	PALM HARBOR, FL	2	15	2	no
GARY SCOTT ROSS	n/a	PALM HARBOR, FL	2	14	3	no
Evelyn Theresa Brizendine	n/a	PALM HARBOR, FL	0	21	n/a	no
Angela Sanders Barrios	n/a	PALM HARBOR, FL	0	10	n/a	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
MARSH, ROBERT, EDWARD	Member	D	yes	05/2024	Jun 4, 2024	Nov 8, 2024
ROSS, GARY, SCOTT	MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	05/2024	Jun 4, 2024	Nov 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Roswell	Ga	United States	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$126M	$126M	4	2	1	n/a	n/a
2024	Mar 27, 2025	$114M	$114M	2	2	1	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	2	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	$126M	$114M	11.1%	n/a	n/a	4	2	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REALTA INVESTMENT ADVISORS, INC	2	Aug 8, 2024	Aug 8, 2024	PALM HARBOR, FL	Team lift out	Ibd to new firm	3.5%

Relationships

Registered with (4)

← Angela Sanders BarriosAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Evelyn Theresa BrizendineAdvisorregistration: current employment
Dec 16, 2025 to presentfactForm ADV
← ROBERT EDWARD MARSHAdvisorregistration: current employment
Aug 8, 2024 to presentfactForm ADV
← GARY SCOTT ROSSAdvisorregistration: current employment
Aug 8, 2024 to presentfactForm ADV

Controls (2)

← MARSH, ROBERT, EDWARDOwnerMEMBER, ownership code D, individual
Jun 4, 2024 to Nov 8, 2024factForm ADV
← ROSS, GARY, SCOTTOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 4, 2024 to Nov 8, 2024factForm ADV

Moved with (1)

← REALTA INVESTMENT ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Aug 8, 2024 to Aug 8, 2024factForm ADV

Dated events

Occurred
Aug 8, 2024
Team lift-out
2 advisors left Realta Investment Advisors, Inc (Palm Harbor, FL) for Premier Private Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 4, 2024
First Form ADV filing
Premier Private Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7e3dfb0-0fbc-d837-4dbc-4ee043c991cd
First observed: Jun 4, 2024
Last observed: Feb 24, 2026 6 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 PRIVATE WEALTH MANAGEMENT, LLC

CRD 331860

PALM HARBOR, FL

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:d7e3dfb0-0fbc-d837-4dbc-4ee043c991cd

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT EDWARD MARSH

n/a

PALM HARBOR, FL

GARY SCOTT ROSS

n/a

PALM HARBOR, FL

Evelyn Theresa Brizendine

n/a

PALM HARBOR, FL

n/a

Angela Sanders Barrios

n/a

PALM HARBOR, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARSH, ROBERT, EDWARD

Member

yes

05/2024

Jun 4, 2024

Nov 8, 2024

ROSS, GARY, SCOTT

MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2024

Jun 4, 2024

Nov 8, 2024

City

State

Country

Employees

Also broker-dealer

Roswell

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$126M

n/a

2024

Mar 27, 2025

$114M

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

$126M

$114M

11.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REALTA INVESTMENT ADVISORS, INC

Aug 8, 2024

PALM HARBOR, FL

Team lift out

Ibd to new firm

3.5%