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- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2014
- Office Locations
- 1
Office Locations
About Premier Wealth Partners, LLC
Premier Wealth Partners is an independent RIA providing retirement-focused financial planning and investment management for individuals and families in South Carolina. The firm helps clients navigate taxes, Social Security, 401(k) decisions, and insurance/legacy planning, with portfolios commonly built using public funds and ETFs. Operations continue in partnership with AMB Wealth following founder Matthew Pontius’ passing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
LISA ANNE PONTIUS
Owner
- CRD
- --
- Ownership
- 75% or more
BRENT PATRICK NICKS
Chief Compliance Officer, Director
- CRD
- #4067773
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARK ERIC DAVIS
PARTNER
- CRD
- #4275024
Nathan Todd Lowther
Financial Advisor
- CRD
- #4159045
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,405,284 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,405,284 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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