# Premier Private Wealth Management, LLC

> Premier Private Wealth Management, LLC is an SEC-registered investment advisory firm in Palm Harbor, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 331860
- Filed as: PREMIER PRIVATE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331860
- AdvisorCensus page: https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860

## Quick answers

**How is Premier Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Premier Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Premier Private Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $200 to $300 an hour (consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Premier Private Wealth Management, LLC located?**
Premier Private Wealth Management, LLC's principal office is in Palm Harbor, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Premier Private Wealth Management, LLC registered with the SEC or a state?**
Premier Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331860.

**How much does Premier Private Wealth Management, LLC manage?**
Premier Private Wealth Management, LLC reports $126,301,962 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Premier Private Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Premier Private Wealth Management, LLC: Regulatory assets under management: $113,708,439 in the October 2025 data and $126,301,962 in the October 2026 data, up 11%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Premier Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (685); high net worth individuals (13); charitable organizations (1).

**Which custodians does Premier Private Wealth Management, LLC use?**
Premier Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Premier Private Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331860

**Does Premier Private Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "For new client relationships, Premier generally requires a minimum account of $ 300,000 per household to open an account ."

**What changed in Premier Private Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $113,708,439 to $126,301,962 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $300,000

> For new client relationships, Premier generally requires a minimum account of $ 300,000 per household to open an account .

- Hourly rate: $200 to $300 an hour (consulting)

> Premier may agree with clients to charge either hourly fees of $200-$300/per hour or fixed fees for consulting.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,301,962
- Discretionary: $126,301,962
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 685 | $104,015,813 |
| High net worth individuals | 13 | $21,555,613 |
| Charitable organizations | 1 | $86,879 |
| State or municipal government entities (including government pension plans) | 1 | $643,657 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Roswell, GA

### Websites listed on Form ADV (Item 1.I)
- premierprivatewealthmgt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 4 | June 4, 2024 |
| October 2025 | $113,708,439 | 2 | March 27, 2025 |
| October 2026 | $126,301,962 | 4 | February 24, 2026 |

Regulatory assets under management: $113,708,439 in the October 2025 data and $126,301,962 in the October 2026 data, up 11%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $113,708,439 to $126,301,962 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Private Wealth Management, LLC (CRD 331860): Form ADV filing data as of October 2026.