PREMIER WEALTH ADVISORS, LLC
CRD #285510 SEC #801-114445 SAN DIEGO, CA (858) 668-0776
SEC Registered
Total AUM
$483.2M
Discretionary
$0
Employees
6
Clients
26
Accounts
1,576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $483.2M | $0 | $483.2M | 6 | 30 |
| Mar 2025 | $483.2M | $0 | $483.2M | 6 | 30 |
| Mar 2025 | $483.2M | $0 | $483.2M | 6 | 30 |
| Feb 2025 | $414.8M | $0 | $414.8M | 7 | 20 |
| Jun 2024 | $414.8M | $0 | $414.8M | 6 | 20 |
| Feb 2024 | $414.8M | $0 | $414.8M | 6 | 20 |
| Jan 2024 | $347.4M | $0 | $347.4M | 4 | 7 |
| Aug 2023 | $347.4M | $0 | $347.4M | 3 | 7 |
| Mar 2023 | $347.4M | $0 | $347.4M | 3 | 7 |
| Jul 2022 | $367M | $0 | $367M | 3 | 3 |
| Mar 2022 | $367M | $0 | $367M | 3 | 3 |
| Sep 2021 | $290.1M | $0 | $290.1M | 4 | 12 |
| Mar 2021 | $290.1M | $0 | $290.1M | 4 | 12 |
| Jul 2020 | $259M | $0 | $259M | 5 | 15 |
| Jun 2020 | $259M | $0 | $259M | 5 | 15 |
| Mar 2020 | $259M | $0 | $259M | 5 | 15 |
| Sep 2019 | $240.8M | $0 | $240.8M | 4 | 0 |
| Apr 2019 | $240.8M | $0 | $240.8M | 4 | 0 |
| Mar 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$483.2M
Discretionary$0
Non-Disc.$483.2M
Employees6
Clients30
DateMar 2025
Total AUM$483.2M
Discretionary$0
Non-Disc.$483.2M
Employees6
Clients30
DateMar 2025
Total AUM$483.2M
Discretionary$0
Non-Disc.$483.2M
Employees6
Clients30
DateFeb 2025
Total AUM$414.8M
Discretionary$0
Non-Disc.$414.8M
Employees7
Clients20
DateJun 2024
Total AUM$414.8M
Discretionary$0
Non-Disc.$414.8M
Employees6
Clients20
DateFeb 2024
Total AUM$414.8M
Discretionary$0
Non-Disc.$414.8M
Employees6
Clients20
DateJan 2024
Total AUM$347.4M
Discretionary$0
Non-Disc.$347.4M
Employees4
Clients7
DateAug 2023
Total AUM$347.4M
Discretionary$0
Non-Disc.$347.4M
Employees3
Clients7
DateMar 2023
Total AUM$347.4M
Discretionary$0
Non-Disc.$347.4M
Employees3
Clients7
DateJul 2022
Total AUM$367M
Discretionary$0
Non-Disc.$367M
Employees3
Clients3
DateMar 2022
Total AUM$367M
Discretionary$0
Non-Disc.$367M
Employees3
Clients3
DateSep 2021
Total AUM$290.1M
Discretionary$0
Non-Disc.$290.1M
Employees4
Clients12
DateMar 2021
Total AUM$290.1M
Discretionary$0
Non-Disc.$290.1M
Employees4
Clients12
DateJul 2020
Total AUM$259M
Discretionary$0
Non-Disc.$259M
Employees5
Clients15
DateJun 2020
Total AUM$259M
Discretionary$0
Non-Disc.$259M
Employees5
Clients15
DateMar 2020
Total AUM$259M
Discretionary$0
Non-Disc.$259M
Employees5
Clients15
DateSep 2019
Total AUM$240.8M
Discretionary$0
Non-Disc.$240.8M
Employees4
Clients0
DateApr 2019
Total AUM$240.8M
Discretionary$0
Non-Disc.$240.8M
Employees4
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0