PREMIER PRIVATE WEALTH MANAGEMENT, LLC

CRD 331860File 801-130602

APPROVED

Retail clients

Filing as of Feb 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$126.3M

Bottom 25% of cohort (national)

Discretionary AUM

$126.3M

Clients

700

698 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 25, 2024
Principal office: 1025 OHIO AVENUE, PALM HARBOR, FL, 34683
Phone: 727-281-2882
Website: https://www.premierprivatewealthmgt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $126.3M
Discretionary AUM: $126.3M
Non-discretionary AUM: $0
Discretionary accounts: 698
Non-discretionary accounts: 0
Total accounts: 698
AUM per client: $180K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$87K
High net worth individuals	13	$21.6M
State or municipal government entities	Fewer than 5	$644K
Individuals (other than high net worth individuals)	685	$104.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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	Change
Mar 1, 2026	Employees	2	4	increased by2
Mar 1, 2026	Clients	471	700	increased by229
Mar 1, 2026	AUM	$113,708,439	$126,301,962	increased by$12,593,523
Mar 1, 2026	Accounts	736	698	decreased by38
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PREMIER PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PREMIER PRIVATE” may also match similarly-named firms). Confirm identity against each filing.

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.