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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 20, 2025 and February 24, 2026, reported AUM increased 11.1%, from $113.7M to $126.3M.
Across 3 reported observations, AUM increased 17.2% between November 8, 2024 and February 24, 2026, from $107.8M to $126.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 700 clients, or 350 clients per representative. That equates to $180.4K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Premier Private Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT EDWARD MARSH
Financial Advisor, Managing Partner
- 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
Financial Advisor
- CRD
- #7904574
Evelyn Theresa Brizendine
Financial Advisor
- 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
SMA allocation detail is available
Premier Private Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Premier Private Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.