RIA Intelligence

PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD #331860 SEC #801-130602 PALM HARBOR, FL 727-281-2882
SEC Registered
Total AUM
$113.7M
Discretionary
$113.7M
Employees
2
Clients
10
Accounts
736

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARSH, ROBERT, EDWARDIMEMBERD Control
MARSH, ROBERT, EDWARDIMEMBERD Control
MARSH, ROBERT, EDWARDIMEMBERD Control
MARSH, ROBERT, EDWARDIMEMBERD Control
ROSS, GARY, SCOTTIMEMBER/CHIEF COMPLIANCE OFFICERD Control
ROSS, GARY, SCOTTIMEMBER/CHIEF COMPLIANCE OFFICERD Control
ROSS, GARY, SCOTTIMEMBER/CHIEF COMPLIANCE OFFICERD Control
ROSS, GARY, SCOTTIMEMBER/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Aug 20, 2025 REGISTERED

Notice Filings (5)

FL GA NC PA TX

Address

1025 OHIO AVENUE
PALM HARBOR, FL 34683
United States
Phone: 727-281-2882