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Premiere Wealth Advisors, LLC

Premiere Wealth Advisors, LLC. CRD 294893

Premiere Wealth Advisors, LLC logo

CRD: 294893

Premiere Wealth Advisors, LLC

Tucson, AZ, 85718
5207809059
premret.com
$50.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
3 Employees
400 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
GlacierFrontier +more
Established Date
09-01-2017
Office Locations
2

Office Locations

1715 East Skyline Drive Suite 101 Tucson AZ
2929 N Power RD #101 Mesa AZ

About Premiere Wealth Advisors, LLC

Premiere Wealth Advisors (Premiere Retirement Planning and Wealth Management) is a Tucson- and Mesa-based retirement-focused RIA serving pre-retirees and retirees. The firm delivers integrated planning across retirement income, investing strategies, tax planning, long-term care, and estate/legacy planning, supported by portfolio construction and insurance solutions. Founder Jeff Vogan hosts the weekly “Premiere Retirement” radio show and authored "Retirement...The Road Ahead".

Team overview

60 AVG AGE
$25.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Foundation

Asset Classes

Foundation oak Oak zenith Vertex ridge Optima

Client Personas

Delta catalyst Matrix element

Custodian

Meridian quantum Bridge prime Signal Wave Catalyst crest Oak vital Value atlas Foundation radial Delta Oak Quantum vector

Investment Themes

Frontier Harbor capital

Investment Vehicles

Meridian delta Zenith Matrix momentum

Services

Capital Ridge Prime ridge Foundation momentum Harbor Eagle wave Eagle zenith Delta north Legacy delta Vector harbor

Technology

Frontier horizon Unison beacon Eagle Horizon legacy

Owner & Executives

A

Amy Vogan

Administrative Assistant

CRD
--
Ownership
50% but less than 75%
(882) 231-5764
crest.glacier@primecapital.com
in linkedin.com/in/timber-vertex
JEFFREY PAUL VOGAN

JEFFREY PAUL VOGAN

Chief Compliance Officer, Managing Member, Registered Financial Consultant

CRD
#1814589
Ownership
50% but less than 75%
(272) 769-7505
fusion.beacon@atlascapital.com
in linkedin.com/in/momentum-capital

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Contacts

T

TAYLOR ALAN VOGAN

--

CRD
#8205428
(853) 886-3525
vector.matrix@catalystcapital.com
in linkedin.com/in/north-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $45,000,000 --
Non-Discretionary $5,000,000 --
Total $50,000,000 --

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Separately Managed Accounts

Total SMA Asset: $50,000,000

$50.0M Total SMA
U.S. Government/Agency:
31.0%
Equity - Exchange:
29.9%
Cash:
27.3%
Public Funds:
11.8%
Asset class Assets Assets %
U.S. Government/Agency $2,435,206,264 31.0%
Equity - Exchange $2,348,795,719 29.9%
Cash $2,144,552,613 27.3%
Public Funds $926,949,482 11.8%
Total $7,855,504,078 100.0%

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