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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 155 clients, or 77.5 clients per representative. That equates to $209.1K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 16, 2026. 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Premier Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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
SMA allocation detail is available
Premier Wealth Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.