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- Custodian
- Charles Schwab & Company · PNC
- Clients
- Retail and Institutional
- Platforms
- MeridianAtlas insight +more
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
JOHN LOUIS DIAZ
Chief Compliance Officer, President
- 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
Delta ridge
Bridge legacy
- CRD
- #47029
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
Total SMA Asset: $555,064,406
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $489,754,446 | 18.2% |
| Public Funds | $269,095,850 | 10.0% |
| Municipal Bonds | $242,186,265 | 9.0% |
| Cash | $769,614,130 | 28.6% |
| U.S. Government/Agency | $920,307,806 | 34.2% |
| Total | $2,690,958,497 | 100.0% |