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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| AC FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| CRANDALL, ARI, BEN | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| KOEHNEN, JOSHUA, CORY | I | MANAGING PARTNER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| PREMIER WEALTH MANAGEMENT, INC. | DE | MEMBER | C | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| BERRY LEBLANC, INC. | DE | MEMBER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| LEBLANC, JOSEPH, JOHN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| CRANDALL, ARI, BEN | I | AC FINANCIAL SERVICES, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| KOEHNEN, JOSHUA, CORY | I | PREMIER WEALTH MANAGEMENT, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
| LEBLANC, JOSEPH, JOHN | I | BERRY LEBLANC, INC. | F | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL NH NV TX VA WA
Address
12531 HIGH BLUFF DRIVESUITE 110
SAN DIEGO, CA 92130
United States
Phone: (858) 668-0776