RIA Intel›Advisers›Colorado›PREMIER WEALTH SOLUTIONS, LLC

PREMIER WEALTH SOLUTIONS, LLC

Advisory

LAKEWOOD, CO

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

Average account

$494K

across 35 accounts

AUM per adviser

$9M

2 advisers

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

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

17 clients

3 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 CO

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

ASPEN FINANCIAL, INC.

$17M

HOLDEN, DOUGLAS K

$17M

MARGOLIS DAVID INC

$17M

SORENSEN FINANCIAL MANAGEMENT, LLC

$18M

CAIRN FINANCIAL ADVISORS, LLC

$18M

LEGIONCE INVESTMENT ADVISORS, INC.

$18M

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