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Building 2PREMIER WEALTH ADVISORS, LLC

Map pinSAN DIEGO, CA
Phone(858) 668-0776
NotebookSEC #801-114445
Total AUM
$694.9M
Employees
6
Clients
511

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12531 HIGH BLUFF DRIVE
SUITE 110
SAN DIEGO
CA 92130
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(858) 668-0776

ReceiptFinancials

Total AUM
$694.9M
Accounts
1,824
Discretionary
$0
Accounts
0
Non-Discretionary
$694.9M
Accounts
1,824

ContactClients

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Individual Clients
313
AUM
$149.1M
HNW Individual Clients
177
AUM
$481.2M
Pension/Profit Sharing Plan Clients
20
AUM
$64.4M
Charitable Organization Clients
1
AUM
$227.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNHNVTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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