RIA Intel›Advisers›California›PREMIER WEALTH ADVISORS, INC.

PREMIER WEALTH ADVISORS, INC.

Advisory

WOODLAND HILLS, CA

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,115
of 5,480 advisers by AUM
Average account
$397K
across 63 accounts
AUM per adviser
$13M
2 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$25M
Discretionary %
0%
Clients
62
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$0
Non-Discretionary AUM$25M
Discretionary %0%
Total Clients62
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CONCERT CAPITAL MANAGEMENT, INC
SAN JOSE, CA
$25M
+316.7% 1Y
JCSD CAPITAL, LLC
SAN FRANCISCO, CA
$25M
ENDURANCE INVESTMENT STRATEGIES, INC.
$25M
KEVIN P. MCGUAN, LLC
$25M
RUBIN/CHAMBERS, DUNHILL INSURANCE SERVICES, INC.
LOS ANGELES, CA
$25M
-97.2% 1Y
MACRO TREND, LLC
$25M

Get the full picture on PREMIER WEALTH ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PREMIER WEALTH ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans