CRD: 157135
Premier Wealth Solutions, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2011
- Office Locations
- 1
Office Locations
About Premier Wealth Solutions, LLC
Premier Wealth Solutions is a boutique Lakewood, CO RIA providing comprehensive financial planning, personalized portfolio management, and risk/insurance planning. The firm emphasizes unbiased, client-first advice and builds tailored allocations aimed at risk control and long-term growth. Investment implementation is primarily ETF-based (with some cash), and the practice often serves business owners and entrepreneurs; custody includes Altruist.
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Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEITH EUGENE MCLAUGHLIN
President
- CRD
- #5675279
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LISA KAY MCLAUGHLIN
President
- CRD
- #5777913
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,278,452 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,278,452 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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