Premier Wealth Advisors, LLC
● SEC registered since 2018CRD 285510SEC# 801-114445San Diego, CA
Reg. AUM
$694.9M
Employees
6
Accounts
1,824
Location
San Diego, CA
Premier Wealth Advisors, LLC assets under management
Premier Wealth Advisors, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2018. It reports $694.9 million in regulatory assets under management and employs 6 people.
Premier Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ac Financial Services, Inc. Control | Member | 25-50% | 2017 |
| Ari Ben Crandall Control | Managing Partner | Under 5% | 2017 |
| Berry Leblanc, Inc. Control | Member | 10-25% | 2017 |
| Joseph John Leblanc Control | Managing Partner & Chief Compliance Officer | Under 5% | 2018 |
| Joshua Cory Koehnen Control | Managing Partner | Under 5% | 2017 |
| Premier Wealth Management, Inc. Control | Member | 25-50% | 2017 |
| Ari Ben Crandall Control | Shareholder | — | 2010 |
| Joseph John Leblanc Control | Shareholder | — | 2002 |
| Joshua Cory Koehnen Control | Shareholder | — | 2004 |
Frequently asked questions
How much does Premier Wealth Advisors, LLC manage?
Premier Wealth Advisors, LLC reports $694.9 million in regulatory assets under management on its Form ADV.
How many employees does Premier Wealth Advisors, LLC have?
Premier Wealth Advisors, LLC reports 6 employees.
Where is Premier Wealth Advisors, LLC located?
Premier Wealth Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2018.
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 | 12531 High Bluff Drive, Suite 110, San Diego, CA 92130 |
| Phone | (858) 668-0776 |
| Fax | (858) 225-1328 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$694.9M▲ 68%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$694.9Mregulatory AUM
Discretionary $0Non-discretionary $694.9M