RIA Intel›Advisers›Texas›PREMIER WEALTH MANAGEMENT, LLC

PREMIER WEALTH MANAGEMENT, LLC

Advisory

FORT WORTH, TX

Data as of Mar 17, 2025 · Source: SEC Form ADV

Rank in TX

#2,595

of 2,813 advisers by AUM

Average account

$98K

across 29 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2025.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$149K

Discretionary %94.8%

Total Clients19

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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