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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $150.0K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 17, 2025. 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
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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The full Premier Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY LEE WRIGHT
Chief Compliance Officer, Founder, President
- CRD
- #2468991
- Ownership
- 75% or more
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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
SMA allocation detail is available
Premier Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.