CRD: 331860
Premier Private Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2024
- Office Locations
- 1
Office Locations
About Premier Private Wealth Management, LLC
Premier Private Wealth Management is a Palm Harbor, FL registered investment adviser providing comprehensive, fiduciary “family CFO” style planning and wealth management. The firm focuses on affluent families and high earners, including accredited investors, pilots, and business owners, with services spanning tax planning, portfolio management/monitoring, and wealth preservation/asset protection with coordinated implementation. Public filings indicate Schwab custody and ETF‑centric portfolios.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT EDWARD MARSH
--
- CRD
- #5869457
- Ownership
- 50% but less than 75%
GARY SCOTT ROSS
Chief Compliance Officer, Managing Partner
- CRD
- #5985102
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Angela Sanders Barrios
--
- CRD
- #7904574
Evelyn Theresa Brizendine
--
- CRD
- #6802898
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,301,962 | $180,948 |
| Non-Discretionary | $0 | -- |
| Total | $126,301,962 | $180,948 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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