Premier Wealth Advisors, LLC
● SEC registered since 2013CRD 120358SEC# 801-78204New York, NY
Reg. AUM
$555.1M
Employees
9
Accounts
741
Location
New York, NY
Premier Wealth Advisors, LLC assets under management
Premier Wealth Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $555.1 million in regulatory assets under management and employs 9 people.
Premier Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Louis Diaz Control | Chief Compliance Officer And President | Under 5% | 1992 |
| Premier Financial Services, Inc. Control | Managing Member | Over 75% | 1999 |
| John Louis Diaz Control | President | Over 75% | 1992 |
Frequently asked questions
How much does Premier Wealth Advisors, LLC manage?
Premier Wealth Advisors, LLC reports $555.1 million in regulatory assets under management on its Form ADV.
How many employees does Premier Wealth Advisors, LLC have?
Premier Wealth Advisors, LLC reports 9 employees.
Where is Premier Wealth Advisors, LLC located?
Premier Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2013.
Does Premier Wealth Advisors, LLC disclose fund performance?
Premier Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1411 Broadway, 16th Floor, New York, NY 10018 |
| Phone | 212-752-4343 |
| Fax | 212-752-7673 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$555.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$555.1Mregulatory AUM
Discretionary $537MNon-discretionary $18.1M