DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Premier Wealth Advisors, LLC
Latest filing Feb 6, 2026
First filing on the tape Nov 15, 2018 · 22 filings
SEC status approved since Dec 14, 2018
RAUM
$695M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
91%
$630M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$139M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$695M as of Feb 6, 2026
Mar 11, 2019$0 then
HNW client RAUM$481M as of Feb 6, 2026
Mar 11, 2019$0 then
State-registered IARs (5.B.3)5 as of Feb 6, 2026
Mar 11, 20194 then
Employees (5.A)6 as of Feb 6, 2026
Mar 11, 20194 then
Private funds: no history
RAUM +44% over the last fiscal year+26% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Feb 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $139MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $380,975derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 9.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $250M, 392 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$481M69%
- Individuals$149M21%
- Pension and profit-sharing plans$64.4M9.3%
- Charitable organizations$227,6980.0%
- Individual clients
- 313reported
- HNW clients
- 177reported
- Pension plan clients
- 20reported
- Charitable clients
- n/areported
- Accounts
- 1,824reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $250M for 392 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ari Ben CrandallCertified Financial Planner | San Diego, Ca | Oct 21, 2005 | 27 y | 3 |
| Joshua Cory KoehnenCertified Financial Planner | San Diego, Ca | Nov 10, 2005 | 24 y | 2 |
| Joseph John LeblancCertified Financial Planner | San Diego, Ca | Dec 7, 2005 | 31 y | 3 |
| Cole ChodorowCertified Financial Planner | San Diego, Ca | Jan 23, 2024 | 14 y | 0 |
| Matthew DevineCertified Financial Planner | San Diego, Ca | Feb 12, 2025 | 16 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jayson Patrick O'Connor to Kraft Asset Management, LLCMar 12, 2021 · RIA to RIA
Joined, latest
- Matthew Devine from Osaic Wealth, Inc.Feb 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jayson Patrick O'Connor from Independent Financial Group, LLCJan 21, 2020 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ben Ari Crandall · Managing Partnercontrolsince 07/2017 · owns less than 5%
- Cory Joshua Koehnen · Managing Partnercontrolsince 07/2017 · owns less than 5%
- John Joseph Leblanc · Managing Partner & Chief Compliance Officercontrolsince 09/2018 · owns less than 5%
- Ben Ari Crandall · Ownercontrolsince 12/2010 · owns F of Ac Financial Services, Inc.
- Cory Joshua Koehnen · Ownercontrolsince 06/2004 · owns F of Premier Wealth Management, Inc.
- John Joseph Leblanc · Ownercontrolsince 01/2002 · owns F of Berry Leblanc, Inc.
Entity owners
- Ac Financial Services, Inc. · Memberdirect · owns 25% to 50%
- Berry Leblanc, Inc. · Memberdirect · owns 10% to 25%
- Premier Wealth Management, Inc. · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Premier Realty Solutions Inc.investment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Diego, Ca · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Feb 6, 2026discretionary share of RAUM of 0% against a peer median of 99% (1482 comparable advisers, 0.0th percentile, 33.5 robust deviations)peers: independent wealth managers, $500M to $1B (1,482) · 0.0% percentile
- RAUM up 25 %Change between filings · filing Feb 6, 2026RAUM (Item 5.F) moved from $483,173,492 to $694,897,516 (+44.0%) between the annual amendments of 2025-03-26 and 2026-02-06; the peer median change was +16.0% (1385 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 1,576 to 1,824Nov 20, 2025 to Feb 6, 2026
- Advisory employees · 5 to 6Nov 20, 2025 to Feb 6, 2026
- Charity clients · 0.0 to unsetNov 20, 2025 to Feb 6, 2026
- HNW clients · 144 to 177Nov 20, 2025 to Feb 6, 2026
- Individual clients · 325 to 313Nov 20, 2025 to Feb 6, 2026
- Pension plan clients · 0 to 20Nov 20, 2025 to Feb 6, 2026
- Assets in custody · $188M to $250MNov 20, 2025 to Feb 6, 2026
- Financial planning clients · 26-50 to 11-25Nov 20, 2025 to Feb 6, 2026
- HNW RAUM · $342M to $481MNov 20, 2025 to Feb 6, 2026
- Individual RAUM · $142M to $149MNov 20, 2025 to Feb 6, 2026
- Non-discretionary RAUM · $483M to $695MNov 20, 2025 to Feb 6, 2026
- Pension RAUM · $0 to $64.4MNov 20, 2025 to Feb 6, 2026
- RAUM · $483M to $695MNov 20, 2025 to Feb 6, 2026
- Accounts · 1,498 to 1,576Feb 12, 2025 to Mar 26, 2025
- HNW clients · 124 to 144Feb 12, 2025 to Mar 26, 2025
- Individual clients · 330 to 325Feb 12, 2025 to Mar 26, 2025
- Assets in custody · $165M to $188MFeb 12, 2025 to Mar 26, 2025
- Employees · 7 to 6Feb 12, 2025 to Mar 26, 2025
- Financial planning clients · 11-25 to 26-50Feb 12, 2025 to Mar 26, 2025
- HNW RAUM · $275M to $342MFeb 12, 2025 to Mar 26, 2025
- Individual RAUM · $140M to $142MFeb 12, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $415M to $483MFeb 12, 2025 to Mar 26, 2025
- RAUM · $415M to $483MFeb 12, 2025 to Mar 26, 2025
- Advisory employees · 4 to 5Jun 20, 2024 to Feb 12, 2025
- BD registered reps · 4 to 5Jun 20, 2024 to Feb 12, 2025
- Employees · 6 to 7Jun 20, 2024 to Feb 12, 2025
- State-registered IARs · 4 to 5Jun 20, 2024 to Feb 12, 2025
- Accounts · 1,456 to 1,498Jan 23, 2024 to Feb 28, 2024
- HNW clients · 90 to 124Jan 23, 2024 to Feb 28, 2024
- Individual clients · 392 to 330Jan 23, 2024 to Feb 28, 2024
- Assets in custody · $192M to $165MJan 23, 2024 to Feb 28, 2024
- Employees · 4 to 6Jan 23, 2024 to Feb 28, 2024
- HNW RAUM · $192M to $275MJan 23, 2024 to Feb 28, 2024
- Individual RAUM · $156M to $140MJan 23, 2024 to Feb 28, 2024
- Non-discretionary RAUM · $347M to $415MJan 23, 2024 to Feb 28, 2024
- RAUM · $347M to $415MJan 23, 2024 to Feb 28, 2024
- Advisory employees · 3 to 4Aug 25, 2023 to Jan 23, 2024
- BD registered reps · 3 to 4Aug 25, 2023 to Jan 23, 2024
- Employees · 3 to 4Aug 25, 2023 to Jan 23, 2024
- State-registered IARs · 3 to 4Aug 25, 2023 to Jan 23, 2024
Signals
2 dated events
- Premier Wealth Advisors, Llc reported RAUM $694.9M, up 44% from $483.2M (2025-11-20 to 2026-02-06)Feb 6, 2026 · RAUM change · derived
- Premier Wealth Advisors, Llc filed its initial SEC registration (Form ADV)Nov 15, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@mypremierwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- vanessa@mypremierwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 619-501-1184reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 858-215-5630reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 858-276-0982reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/premier-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- mypremierwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (858) 668-0776reportedpublic record, Form ADV, Feb 6, 2026
- Contact form
- mypremierwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- mypremierwealth.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $139Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026