PREMIER WEALTH ADVISORS, LLC

CRD 120358File 801-78204

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$555.1M

Above cohort median (national)

Discretionary AUM

$537.0M

Non-discretionary $18.1M

Clients

643

741 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 27, 2013
Principal office: 1411 BROADWAY, 16TH FLOOR, NEW YORK, NY, 10018
Phone: 212-752-4343
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/PREMIER-WEALTH-ADVISORS-LLC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $555.1M
Discretionary AUM: $537.0M
Non-discretionary AUM: $18.1M
Discretionary accounts: 676
Non-discretionary accounts: 65
Total accounts: 741
AUM per client: $863K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$65.5M
High net worth individuals	251	$362.0M
Pension and profit sharing plans	29	$41.6M
Individuals (other than high net worth individuals)	363	$86.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.