CRD: 146676
Premier Wealth Advisors, Inc.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- OptimaFrontier beacon +more
- Established Date
- 06-15-2009
- Office Locations
- 1
Office Locations
About Premier Wealth Advisors, Inc.
Premier Wealth Advisors is a fiduciary boutique serving highly successful individuals, professionals, business owners, and retirees with holistic wealth management. The firm builds customized, diversified portfolios using empirically tested (Nobel Prize-winning) strategies with an emphasis on tax and risk efficiency, and pairs them with goals-based planning, retirement income distribution, and liquidity planning. It also provides proactive tax planning, employee benefits/retirement plan support, college planning, and business transition guidance through sale.
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Investment Themes
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Owner & Executives
JACK GELNAK
President
- CRD
- #3005144
- Ownership
- 75% or more
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ERIC LAWRENCE KRATTIGER
Broker
- CRD
- #2854745
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,000,000 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,065,155,595 | 100.0% |
| Total | $4,065,155,595 | 100.0% |