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Premier Choice Wealth Advisors, LLC

Premier Choice Wealth Advisors, LLC. CRD 312220

Premier Choice Wealth Advisors, LLC logo

CRD: 312220

Premier Choice Wealth Advisors, LLC

Lehi, UT, 84043
8018340031
mywealthcompany.com
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
313 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Radial alpha
Established Date
02-10-2021
Office Locations
1

Office Locations

2940 W Maple Loop Drive Suite 303 Lehi UT

About Premier Choice Wealth Advisors, LLC

Premier Choice Wealth Advisors is a relationship-driven boutique RIA in Utah providing fiduciary financial planning and ongoing wealth management, including retirement, tax-aware investing, risk management, and budgeting/debt-elimination consulting. The firm builds and monitors customized portfolios aligned to client goals and risk tolerance and charges advisory fees (no product commissions). It also operates as a Dave Ramsey SmartVestor Pro and custodies with Schwab.

Team overview

-- AVG AGE
$10.4M AVG AUM / ADVISOR
$33.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

North Quantum Frontier atlas Momentum eagle

Client Personas

Legacy Vector quantum

Custodian

Pioneer Focus wave Matrix horizon Eagle fusion Oak frontier

Investment Themes

Crest Catalyst Meridian frontier Unison frontier

Investment Vehicles

Delta unison Oak

Services

Vertex vector Momentum catalyst Catalyst Oak bridge Ridge pioneer Peak ember Radial catalyst Crest frontier Zenith catalyst Harbor timber

Technology

Bridge fusion

Owner & Executives

E

EUGENE ADAM DROSSART

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#7300513
Ownership
75% or more
(756) 974-8911
pathway.zenith@summitcapital.com
in linkedin.com/in/peak-foundation

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Contacts

A

Aaron Matthew Drossart

--

CRD
#8293717
(508) 405-4436
radial.prime@atlascapital.com
in linkedin.com/in/foundation-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,361,315 --
Non-Discretionary $0 --
Total $10,361,315 --

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Separately Managed Accounts

Total SMA Asset: $10,361,315

$10.4M Total SMA
Public Funds:
51.6%
Cash:
48.4%
Asset class Assets Assets %
Public Funds $2,060,288,310 51.6%
Cash $1,932,518,492 48.4%
Total $3,992,806,802 100.0%

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