PREMIER WEALTH ADVISORS, LLC
CRD #120358 SEC #801-78204 NEW YORK, NY 212-752-4343
SEC Registered
Total AUM
$523.1M
Discretionary
$523.1M
Employees
9
Clients
25
Accounts
754
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $523.1M | $523.1M | $0 | 9 | 12 |
| Mar 2025 | $523.1M | $523.1M | $0 | 9 | 12 |
| Dec 2024 | $431.8M | $431.8M | $0 | 10 | 10 |
| Nov 2024 | $431.8M | $431.8M | $0 | 10 | 10 |
| Mar 2024 | $431.8M | $431.8M | $0 | 10 | 10 |
| Mar 2023 | $343.3M | $343.3M | $0 | 10 | 10 |
| Mar 2022 | $305.7M | $305.7M | $0 | 7 | 10 |
| Jan 2022 | $251M | $251M | $0 | 6 | 12 |
| Mar 2021 | $251M | $251M | $0 | 6 | 12 |
| Aug 2020 | $223.4M | $223.4M | $0 | 8 | 8 |
| Jun 2020 | $223.4M | $223.4M | $0 | 8 | 8 |
| Mar 2020 | $223.4M | $223.4M | $0 | 8 | 8 |
| Dec 2019 | $291.4M | $291.4M | $0 | 9 | 10 |
| Mar 2019 | $291.4M | $291.4M | $0 | 9 | 10 |
| Mar 2018 | $255.4M | $255.4M | $0 | 10 | 3 |
| Mar 2017 | $201.3M | $201.3M | $0 | 8 | 100 |
| Apr 2016 | $168.2M | $168.2M | $0 | 7 | 100 |
| Mar 2016 | $168.2M | $168.2M | $0 | 7 | 100 |
| Mar 2015 | $135M | $135M | $0 | 7 | 26 |
| Mar 2014 | $103.8M | $90.6M | $13.1M | 9 | 26 |
| Oct 2013 | $95.9M | $95.9M | $0 | 5 | 11 |
| Jun 2013 | $95.9M | $95.9M | $0 | 5 | 11 |
| Jun 2013 | $95.9M | $95.9M | $0 | 5 | 11 |
DateJun 2025
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees9
Clients12
DateMar 2025
Total AUM$523.1M
Discretionary$523.1M
Non-Disc.$0
Employees9
Clients12
DateDec 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees10
Clients10
DateNov 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees10
Clients10
DateMar 2024
Total AUM$431.8M
Discretionary$431.8M
Non-Disc.$0
Employees10
Clients10
DateMar 2023
Total AUM$343.3M
Discretionary$343.3M
Non-Disc.$0
Employees10
Clients10
DateMar 2022
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees7
Clients10
DateJan 2022
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees6
Clients12
DateMar 2021
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees6
Clients12
DateAug 2020
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients8
DateJun 2020
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients8
DateMar 2020
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients8
DateDec 2019
Total AUM$291.4M
Discretionary$291.4M
Non-Disc.$0
Employees9
Clients10
DateMar 2019
Total AUM$291.4M
Discretionary$291.4M
Non-Disc.$0
Employees9
Clients10
DateMar 2018
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees10
Clients3
DateMar 2017
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees8
Clients100
DateApr 2016
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$103.8M
Discretionary$90.6M
Non-Disc.$13.1M
Employees9
Clients26
DateOct 2013
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients11
DateJun 2013
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients11
DateJun 2013
Total AUM$95.9M
Discretionary$95.9M
Non-Disc.$0
Employees5
Clients11