$2.8M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix vector
- Established Date
- 01-01-2008
- Office Locations
- 1
Office Locations
2800 S. Hulen Suite 208 Fort Worth TX
About Premier Wealth Management, LLC
Premier Wealth Management, LLC is a fee-only Fort Worth, TX RIA providing strategic asset management and planning aligned to clients’ vision and values. Through its Premier Life Planning practice, the firm emphasizes protection-focused planning, tax efficiency, private pension and tax-free income strategies, and Social Security maximization guidance. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
18.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Alpha focus Fusion
Custodian
Frontier Atlas element
Investment Themes
Zenith
Investment Vehicles
Crest ridge
Services
Quantum Horizon vital Zenith vector Pathway Pathway Unison
Technology
Vital
Owner & Executives
G
GARY LEE WRIGHT
Chief Compliance Officer, Founder, President
- CRD
- #2468991
- Ownership
- 75% or more
(365) 332-6784
alpha.fusion@signalcapital.com
in linkedin.com/in/vital-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,700,746 | -- |
| Non-Discretionary | $148,840 | -- |
| Total | $2,849,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,849,586
Other:
42.6% Equity - Exchange:
16.8% Cash:
40.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,543,555,390 | 42.6% |
| Equity - Exchange | $608,726,069 | 16.8% |
| Cash | $1,471,088,002 | 40.6% |
| Total | $3,623,369,461 | 100.0% |