Wealth manager, independent · SAN Diego, CA
Premier Wealth Advisors, LLC
SEC-registered investment adviser · CRD 285510 · SEC 801-114445
At a glance
Premier Wealth Advisors, LLC is an SEC-registered investment adviser based in SAN Diego, California, with $695 million in regulatory assets under management as of its Form ADV filed February 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 490 individual clients. By Form ADV it is a wealth manager, ranked 2,159th of 8,915 wealth managers and 6,573rd of 17,210 SEC-registered advisers by assets.
Main office 858-668-0776mypremierwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $695M
- Rank among wealth managers
- #2,159 of 8,915
- Rank among all SEC RIAs
- #6,573 of 17,210
- Rank in California
- #761 of 1,873
- Individual clients
- 490
- High-net-worth clients
- 177
- Accounts
- 1,824
- Discretionary
- 0% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Joseph J. LeblancManaging Partner & Chief Compliance Officer
- Ari B. CrandallManaging Partner
- Joshua C. KoehnenManaging Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Premier Wealth Advisors, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Independent Financial Group, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain of Adviser’s supervised persons are registered representatives of Independent Financial Group, LLC (“IFG”), an independent and unaffiliated broker-dealer and member of the Financial Industry Regulatory Authority.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 177 | $481M | 69% |
| Individuals | 313 | $149M | 21% |
| Pension and profit sharing plans | 20 | $64M | 9% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Premier Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mypremierwealth.com ↗
AtlasMembers
The full record on Premier Wealth Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 4,528 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Premier Wealth Advisors, LLC manage?
Premier Wealth Advisors, LLC reports $695 million in regulatory assets under management across 1,824 accounts, on its Form ADV filed February 6, 2026.
What kind of firm is Premier Wealth Advisors, LLC?
Premier Wealth Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Premier Wealth Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($481 million, 177 clients); individuals ($149 million, 313 clients); pension and profit sharing plans ($64 million, 20 clients).
Does Premier Wealth Advisors, LLC have any disciplinary history?
Premier Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Premier Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →