CRD: 146676
Premier Wealth Advisors, Inc.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 125 clients, or 62.5 clients per representative. That equates to $200.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JACK GELNAK
President
- CRD
- #3005144
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIC LAWRENCE KRATTIGER
Broker
- CRD
- #2854745
Showing 1 of 2 contacts
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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
SMA allocation detail is available
Premier Wealth Advisors, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.