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- Custodian
- Charles Schwab & Company · PNC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-27-2013
- Office Locations
- 1
Office Locations
About Premier Wealth Advisors, LLC
Premier Wealth Advisors, LLC is an independent, SEC-registered RIA based in New York serving individuals, families, and business owners with fiduciary financial planning and ongoing portfolio management. The team emphasizes goal-based guidance across life transitions, with support for retirement, business succession, charitable, and estate-planning coordination. Investment portfolios are built around client-specific asset allocation using vehicles such as ETFs and mutual funds; Schwab is a key custodian. A differentiator is its proprietary “Wealth Exam” digital financial snapshot to kick off onboarding.
Reported data analysis
What the numbers show
Between June 25, 2025 and March 27, 2026, reported AUM increased 6.1%, from $523.1M to $555.1M.
Across 5 reported observations, AUM increased 81.6% between March 21, 2022 and March 27, 2026, from $305.7M to $555.1M.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 6 advisory representatives and 651 clients, or 108.5 clients per representative. That equates to $852.6K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Premier Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN LOUIS DIAZ
CEO, Senior Wealth Strategist
- CRD
- #1327431
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RUSSELL C BAILYN
--
- CRD
- #4783968
DEBRA GAIL BURNHAM
Portfolio Manager
- CRD
- #1172645
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $536,993,755 | $794,369 |
| Non-Discretionary | $18,070,651 | $278,010 |
| Total | $555,064,406 | $749,075 |
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Separately Managed Accounts
SMA allocation detail is available
Premier Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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