CRD: 122078
Premier Wealth Advisory Services, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-1998
- Office Locations
- 1
Office Locations
About Premier Wealth Advisory Services, Inc.
Premier Wealth Advisory Services is a Missouri-based, fee-only fiduciary RIA providing holistic wealth management (“life planning”) across financial and retirement planning, investment management, tax, estate, and insurance/risk planning. The firm serves individuals and business owners with complex situations and limited time, and works with clients beyond Missouri via virtual planning. A notable differentiator is its tech-enabled client experience that aggregates accounts in one place at no extra charge, with no product sales or commissions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY LEE CASSELL
President, Wealth Advisor
- CRD
- #1803668
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,722,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,722,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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