Premier Wealth Management, LLC
Premier Wealth Management, LLC (CRD# 137856) is a financial advisory firm headquartered in Poland, OH. They manage $27,000,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Premier Wealth Management, LLC
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$321,429
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Premier Wealth Management, LLC
1
Addison Fluent (CRD# 4381264) is an Investment Advisor Representative working at Premier Wealth Management, LLC in Poland, OH and has over 22 years of experience in the finance industry.
2
John Kavanshansky (CRD# 2615504) is an Investment Advisor Representative working at Premier Wealth Management, LLC in Poland, OH and has 1 year of experience in the finance industry.
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