{
  "crd_number": 285510,
  "slug": "premier-wealth-advisors-llc-san-diego-ca-285510",
  "primary_business_name": "PREMIER WEALTH ADVISORS, LLC",
  "legal_name": "PREMIER WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-12-14",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 694897516.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 694897516.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 227698.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 149084115.0,
      "count": 313
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 64361385.0,
      "count": 20
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 481224318.0,
      "count": 177
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "NH",
    "NV",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/pwasandiego",
    "https://instagram.com/premierwealthadvisors",
    "https://linkedin.com/company/premier-wealth-management",
    "https://mypremierwealth.com",
    "https://x.com/SDMoneyGuy",
    "https://youtube.com/channel/UCGpOQJASXwBHohUftEtnO9Q/videos"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285510",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/premier-wealth-advisors-llc-san-diego-ca-285510",
  "display_name": "Premier Wealth Advisors, LLC",
  "summary": "Premier Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Premier Wealth Advisors, LLC (CRD 285510): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Premier Wealth Advisors, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Premier Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: $3,000 to $6,000 (delivery of a comprehensive financial plan); Hourly rate: $300 an hour (ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Premier Wealth Advisors, LLC located?",
      "a": "Premier Wealth Advisors, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Premier Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Premier Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285510."
    },
    {
      "q": "How much does Premier Wealth Advisors, LLC manage?",
      "a": "Premier Wealth Advisors, LLC reports $694,897,516 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (0% discretionary)."
    },
    {
      "q": "How have Premier Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Premier Wealth Advisors, LLC: Regulatory assets under management: $290,141,000 in the October 2021 data and $694,897,516 in the October 2026 data, up 140%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Premier Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (313); high net worth individuals (177); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Premier Wealth Advisors, LLC use?",
      "a": "Premier Wealth Advisors, 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."
    },
    {
      "q": "Does Premier Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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/285510"
    },
    {
      "q": "Does Premier Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 says: \"The minimum account value required to open an account with Adviser is $500,000, subject to negotiation.\""
    },
    {
      "q": "What changed in Premier Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $483,173,492 to $694,897,516 (+44%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 290141000.0,
      "total_employees": 4,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 366974100.0,
      "total_employees": 3,
      "filing_date": "2022-07-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 347432413.0,
      "total_employees": 3,
      "filing_date": "2023-08-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 414774468.0,
      "total_employees": 6,
      "filing_date": "2024-06-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 483173492.0,
      "total_employees": 6,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 694897516.0,
      "total_employees": 6,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $483,173,492 to $694,897,516 (+44%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 to $6,000 (delivery of a comprehensive financial plan)",
      "Hourly rate: $300 an hour (ongoing financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account value required to open an account with Adviser is $500,000, subject to negotiation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $6,000 (delivery of a comprehensive financial plan)"
        ],
        "quotes": [
          "Adviser’s fixed Financial Planning Fees for the delivery of a comprehensive financial plan generally range from $3,000 to $6,000, depending on the nature and complexity of the client’s specific financial situation and the work involved in crafting the financial plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (ongoing financial planning services)"
        ],
        "quotes": [
          "clients will generally pay an ongoing hourly or fixed fee depending on the nature and complexity of the client’s specific financial situation and the work involved in providing ongoing financial planning analyses and recommendations. Adviser’s hourly fee is $300 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 6000.0,
          "period": "one_time",
          "service": "delivery of a comprehensive financial plan"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "ongoing financial planning services"
        }
      ]
    },
    "quotes": [
      "The minimum account value required to open an account with Adviser is $500,000, subject to negotiation.",
      "Adviser’s fixed Financial Planning Fees for the delivery of a comprehensive financial plan generally range from $3,000 to $6,000, depending on the nature and complexity of the client’s specific financial situation and the work involved in crafting the financial plan.",
      "clients will generally pay an ongoing hourly or fixed fee depending on the nature and complexity of the client’s specific financial situation and the work involved in providing ongoing financial planning analyses and recommendations. Adviser’s hourly fee is $300 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/premier-wealth-advisors-llc-san-diego-ca-285510.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 313,
      "fewer_than_5": false,
      "raum": 149084115.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 177,
      "fewer_than_5": false,
      "raum": 481224318.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 64361385.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 227698.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285510",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}