Premier Private Wealth Management, LLC
● SEC registered since 2024CRD 331860SEC# 801-130602Palm Harbor, FL
Reg. AUM
$126.3M
Employees
4
Accounts
698
Location
Palm Harbor, FL
Premier Private Wealth Management, LLC assets under management
Premier Private Wealth Management, LLC is an SEC-registered investment adviser based in Palm Harbor, FL. The firm has been registered since 2024. It reports $126.3 million in regulatory assets under management and employs 4 people.
Premier Private Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Scott Ross Control | Member/Chief Compliance Officer | 50-75% | 2024 |
| Robert Edward Marsh Control | Member | 50-75% | 2024 |
Frequently asked questions
How much does Premier Private Wealth Management, LLC manage?
Premier Private Wealth Management, LLC reports $126.3 million in regulatory assets under management on its Form ADV.
How many employees does Premier Private Wealth Management, LLC have?
Premier Private Wealth Management, LLC reports 4 employees.
Where is Premier Private Wealth Management, LLC located?
Premier Private Wealth Management, LLC is based in Palm Harbor, FL and has been SEC-registered since 2024.
Does Premier Private Wealth Management, LLC disclose fund performance?
Premier Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1025 Ohio Avenue, Palm Harbor, FL 34683 |
| Phone | 727-281-2882 |
| Office hours | 8-4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$126.3Mregulatory AUM
Discretionary $126.3M