Premier Wealth Advisors, LLC
Premier Wealth Advisors, LLC is an SEC-registered wealth manager in San Diego, CA with $694.9M assets under management (AUM, regulatory AUM), +68% over one year. See who owns Premier Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285510, SEC 801-114445, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $694.9M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 510
- CRD
- 285510
- Ownership
- KOEHNEN, JOSHUA, CORY; LEBLANC, JOSEPH, JOHN; CRANDALL, ARI, BEN; BERRY LEBLANC, INC.; PREMIER WEALTH MANAGEMENT, INC.
How much AUM does Premier Wealth Advisors, LLC have?
Premier Wealth Advisors, LLC reported $694.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Premier Wealth Advisors, LLC?
Disclosed owners and executives of Premier Wealth Advisors, LLC include KOEHNEN, JOSHUA, CORY, LEBLANC, JOSEPH, JOHN, CRANDALL, ARI, BEN, BERRY LEBLANC, INC., PREMIER WEALTH MANAGEMENT, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.