Premier Wealth Management, LLC

Premier Wealth Management, LLC (CRD# 137856) is a financial advisory firm headquartered in Poland, OH. They manage $31,200,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $367,059
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Premier Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Addison G. Fluent
CRD#: 4381264
1399 E. Western Reserve Road, Poland, OH 44514
96
Wealthminder
score

Addison Fluent (CRD# 4381264) is an Investment Advisor Representative working at Premier Wealth Management, LLC in Poland, OH and has over 15 years of experience in the finance industry. Addison Fluent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Kavanshansky
CRD#: 2615504
Lithia, FL
87
Wealthminder
score

John Kavanshansky (CRD# 2615504) is an Investment Advisor Representative working at Premier Wealth Management, LLC in Lithia, FL and has 1 year of experience in the finance industry.

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