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 Private Wealth Management, LLC
Latest filing Feb 24, 2026
First filing on the tape Jun 4, 2024 · 5 filings
SEC status approved since Jul 25, 2024
RAUM
$126M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$126M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$31.6M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$126M as of Feb 24, 2026
Mar 27, 2025$114M then
HNW client RAUM$21.6M as of Feb 24, 2026
Mar 27, 2025$45.3M then
State-registered IARs (5.B.3)4 as of Feb 24, 2026
Mar 27, 20252 then
Employees (5.A)4 as of Feb 24, 2026
Mar 27, 20252 then
Private funds: no history
RAUM +11% over the last fiscal yearIARs 2 to 4
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $31.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 175derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $180,948derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +49%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- 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
- is an insurance broker or agent (6.A.6)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$104M82%
- High-net-worth individuals$21.6M17%
- State and municipal entities$643,6570.5%
- Charitable organizations$86,8790.1%
- Individual clients
- 685reported
- HNW clients
- 13reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 698reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Edward Marsh | Palm Harbor, Fl | Aug 8, 2024 | 15 y | 2 |
| Gary Scott Ross | Palm Harbor, Fl | Aug 8, 2024 | 14 y | 3 |
| Evelyn Theresa Brizendine | Palm Harbor, Fl | Dec 16, 2025 | 21 y | 0 |
| Angela Sanders Barrios | Palm Harbor, Fl | Jan 6, 2026 | 10 y | 0 |
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
none on the tape
Joined, latest
- Robert Edward Marsh from Realta Investment Advisors, IncAug 8, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
- Gary Scott Ross from Realta Investment Advisors, IncAug 8, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Realta Investment Advisors, IncAug 8, 2024 · Palm Harbor, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Robert Marsh · Membercontrolsince 05/2024 · owns 50% to 75%
- Scott Gary Ross · Member/Chief Compliance Officercontrolsince 05/2024 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Palm Harbor, Fl · principal | 4 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Roswell, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Feb 24, 2026HNW share of RAUM moved from 40.0% to 17.0% between the annual amendments of 2025-03-27 and 2026-02-24peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 736 to 698Aug 20, 2025 to Feb 24, 2026
- HNW clients · 32 to 13Aug 20, 2025 to Feb 24, 2026
- Individual clients · 436 to 685Aug 20, 2025 to Feb 24, 2026
- Pension plan clients · 1.0 to unsetAug 20, 2025 to Feb 24, 2026
- Employees · 2 to 4Aug 20, 2025 to Feb 24, 2026
- State-registered IARs · 2 to 4Aug 20, 2025 to Feb 24, 2026
- Discretionary RAUM · $114M to $126MAug 20, 2025 to Feb 24, 2026
- HNW RAUM · $45.3M to $21.6MAug 20, 2025 to Feb 24, 2026
- Individual RAUM · $67.9M to $104MAug 20, 2025 to Feb 24, 2026
- Pension RAUM · 165081.0 to unsetAug 20, 2025 to Feb 24, 2026
- RAUM · $114M to $126MAug 20, 2025 to Feb 24, 2026
- Accounts · 737 to 736Nov 8, 2024 to Mar 27, 2025
- Charity clients · unset to 1.0Nov 8, 2024 to Mar 27, 2025
- HNW clients · 38 to 32Nov 8, 2024 to Mar 27, 2025
- Individual clients · 364 to 436Nov 8, 2024 to Mar 27, 2025
- Pension plan clients · unset to 1.0Nov 8, 2024 to Mar 27, 2025
- Employees · 4 to 2Nov 8, 2024 to Mar 27, 2025
- Financial planning clients · 1-10 to 1-10Nov 8, 2024 to Mar 27, 2025
- Discretionary RAUM · $108M to $114MNov 8, 2024 to Mar 27, 2025
- HNW RAUM · $39.7M to $45.3MNov 8, 2024 to Mar 27, 2025
- Individual RAUM · $68.1M to $67.9MNov 8, 2024 to Mar 27, 2025
- Pension RAUM · unset to 165081.0Nov 8, 2024 to Mar 27, 2025
- RAUM · $108M to $114MNov 8, 2024 to Mar 27, 2025
- Accounts · unset to 737.0Jun 4, 2024 to Nov 8, 2024
- HNW clients · unset to 38.0Jun 4, 2024 to Nov 8, 2024
- Individual clients · unset to 364.0Jun 4, 2024 to Nov 8, 2024
- Financial planning clients · unset to 1-10Jun 4, 2024 to Nov 8, 2024
- Other offices · 0 to 1Jun 4, 2024 to Nov 8, 2024
- Discretionary RAUM · unset to 107794511.0Jun 4, 2024 to Nov 8, 2024
- HNW RAUM · unset to 39652305.0Jun 4, 2024 to Nov 8, 2024
- Individual RAUM · unset to 68142206.0Jun 4, 2024 to Nov 8, 2024
- Non-discretionary RAUM · unset to 0.0Jun 4, 2024 to Nov 8, 2024
- RAUM · unset to 107794511.0Jun 4, 2024 to Nov 8, 2024
Signals
2 dated events
- 2 advisors left Realta Investment Advisors, Inc (Palm Harbor, FL) for Premier Private Wealth Management, LLC on the same dayAug 8, 2024 · Team lift-out · derived
- Premier Private Wealth Management, Llc filed its initial SEC registration (Form ADV)Jun 4, 2024 · 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 phone
- 727-281-2882reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- premierprivatewealthmgt.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 727-281-2882reportedpublic record, Form ADV, Feb 24, 2026
- Contact form
- premierprivatewealthmgt.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- premierprivatewealthmgt.com/our-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
- $31.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026