Data / Investment advisers / New York / Premier Wealth Advisors, LLC
Premier Wealth Advisors, LLC, New York, NY: $555 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Premier Wealth Advisors, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $555 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 120358
- SEC file number
- 801-78204
- SEC status
- Approved, effective June 27, 2013
- Main office
- 1411 Broadway 16th Floor, New York, NY 10018
- Phone
- (212) 752-4343
- Regulatory AUM
- $555,064,406 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $536,993,755
- Non discretionary AUM
- $18,070,651
- Accounts
- 741
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 251 | $362 million |
| Individuals (other than high net worth individuals) | 363 | $86 million |
| Charitable organizations | Fewer than 5 | $65.5 million |
| Pension and profit sharing plans | 29 | $41.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $555.1 million | March 27, 2026 |
| December 1, 2025 | $523.1 million | June 25, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MB Global Advisers, LLC | New York | $562.5 million | 2 | adviserinfo.sec.gov |
| Canaras Capital Management, LLC | New York | $561 million | 8 | adviserinfo.sec.gov |
| SQ Capital LLC | New York | $556.1 million | 3 | adviserinfo.sec.gov |
| Spruce Street Capital LP | New York | $555.9 million | 3 | adviserinfo.sec.gov |
| Indago Capital LLC | New York | $555.9 million | 2 | adviserinfo.sec.gov |
| Sma Capital LLC | New York | $553.5 million | Not listed | adviserinfo.sec.gov |
| MW Advisor, LLC | New York | $552.5 million | 1 | adviserinfo.sec.gov |
| New Holland Trading LLC | New York | $550 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Premier Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.