RIA Intel›Advisers›South Carolina›PREMIER WEALTH PARTNERS, LLC

PREMIER WEALTH PARTNERS, LLC

Advisory

SUMMERVILLE, SC

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$131K

across 248 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients155

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

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

155 clients

9 high-net-worth

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

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Advisers of similar size in SC

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

BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC

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CAPITAL DESIGN ADVISORY SERVICES LLC

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OLYMPIA ADVISORS LLC

$34M

KD CAPITAL MANAGEMENT, LLC

$30M

MATTHEW LAYDON CAPITAL MANAGEMENT LLC.

$30M

HARPER FINANCIAL PLANNING LLC

$35M

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