Premier Wealth Partners, LLC

Premier Wealth Partners, LLC (CRD# 171695) is a financial advisory firm headquartered in Charleston, SC. They manage $72,832,679 in 514 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
295 Seven Farms Drive, Suite 201, Charleston, SC 29492
http://www.premierwealthllc.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $141,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Premier Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
George Hennrikus, financial advisor Charleston SC
George F. Hennrikus
CRD#: 5897821
295 Seven Farms Drive, Suite 201, Charleston, SC 29492

George Hennrikus (CRD# 5897821) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 12 years of experience in the finance industry.

2
Matthew Pontius, financial advisor Charleston SC
Matthew G. Pontius
CRD#: 4871714
295 Seven Farms Drive, Suite 201, Charleston, SC 29492

Matthew Pontius (CRD# 4871714) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 18 years of experience in the finance industry.

3
Gene Potes, financial advisor Charleston SC
Gene A. Potes
CRD#: 6266114
295 Seven Farms Drive, Suite 201, Charleston, SC 29492

Gene Potes (CRD# 6266114) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals