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AdvisorCensus / Financial advisors / New York / New York / Premier Wealth Advisors, LLC

Premier Wealth Advisors, LLC

New York, NYSEC-registered investment adviserCRD 120358

Filed as PREMIER WEALTH ADVISORS, LLC

Premier Wealth Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

13 years
registered since 2013
$555,064,406
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Premier Wealth Advisors, LLC compensated?

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

How much does Premier Wealth Advisors, LLC charge?

Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $200 to $500 an hour (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Premier Wealth Advisors, LLC located?

Premier Wealth Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Premier Wealth Advisors, LLC registered with the SEC or a state?

Premier Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 120358.

How much does Premier Wealth Advisors, LLC manage?

Premier Wealth Advisors, LLC reports $555,064,406 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (97% discretionary).

How have Premier Wealth Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Premier Wealth Advisors, LLC: Regulatory assets under management: $251,005,428 in the October 2021 data and $555,064,406 in the October 2026 data, up 121%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Premier Wealth Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (363); high net worth individuals (251); pension and profit sharing plans (but not the plan participants or government pension plans) (29).

Which custodians does Premier Wealth Advisors, LLC use?

Premier Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and PNC Financial Services Group, Inc. as custodians holding 10% or more of its separately managed account assets.

Does Premier Wealth Advisors, 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/120358

Does Premier Wealth Advisors, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 27, 2026 says: "PWA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
PWA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

Hourly rate: $200 to $500 an hour (stand-alone financial planning services)

The brochure's wording
PWA generally charges either a negotiable hourly or fixed fee to provide clients with stand -alone financial planning services. These fees are largely determined by the scope and complexity of the agreed upon services and range from $200 to $500 on an hourly basis

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$555,064,406

$555,064,406 as of October 2026, filing dated March 27, 2026.

Discretionary: $536,993,755.Non-discretionary: $18,070,651.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 363 Assets $85,976,157 (15%)
High net worth individuals
Clients 251 Assets $361,980,000 (65%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 29 Assets $41,592,940 (7%)
Charitable organizations
Clients Fewer than 5 Assets $65,515,309 (12%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

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
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2013 (13 years)
Employees
Total: 9. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Charles Schwab & Co., Inc.PNC Financial Services Group, 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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Uniondale, NY
States registered or notice-filed
9 states or jurisdictions
CACTFLMANHNJNYPASC

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$251M 2021 $306M 2022 $343M 2023 $432M 2024 $523M 2025 $555M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$555,064,4069March 27, 2026
October 2025$523,135,2649June 25, 2025
October 2024$431,799,32310March 27, 2024
October 2023$343,276,61910March 27, 2023
October 2022$305,722,5877March 21, 2022
October 2021$251,005,4286March 9, 2021

Regulatory assets under management: $251,005,428 in the October 2021 data and $555,064,406 in the October 2026 data, up 121%.

Total employees: 6 in October 2021 and 9 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
yourpremierwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Premier Wealth Advisors, LLC (CRD 120358): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358