Premier Choice Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,361,315
Total clients
313
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
313
Average account size
$33,103
About
Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations and business entities, offering discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm also assists clients in selecting third‑party managers and provides ongoing monitoring and reporting for managed accounts.
The firm builds client portfolios and financial plans based on documented goals, time horizons and risk tolerances, using fundamental and technical analysis and charging percentage‑of‑AUM advisory fees. When recommending third‑party managers, the firm acts as a liaison, continues oversight of those managers and discloses that it receives referral fees from some sub‑advisors.
Notable for an independent, single‑advisor practice, the firm reports more than 300 clients while managing roughly $10.36 million in discretionary assets, reflecting a high client‑per‑advisor ratio and relatively modest AUM per client. The adviser also maintains licensed insurance and multiple real estate affiliations (including brokerage activities and several real‑estate entities), devoting under 10% of time to those outside businesses and about 15 hours per month to personal real estate investments; the brochure discloses related commission and referral compensation and describes disclosures and fiduciary procedures intended to mitigate conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $1,000,000: 1.40% - 1.80% $1,000,000 - $2,000,000: 1.00% - 1.50% $2,000,000 - $3,000,000: 0.70% - 1.20% $3,000,000 - $5,000,000: 0.50% - 0.80% $5,000,000+: 0.30% - 0.70%
Investment advisor representatives receive commissions from sales of insurance products; also receives referral fees from third-party managers.
Financial planning services at $350 per hour
Fee-only: Financial planning at $350 per hour
Main office location
Premier Choice Wealth Advisors, LLC
2940 W Maple Loop Drive, Suite 303
Lehi UT 84043, United States
Number of offices
2
Most active in
Premier Choice Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Utah · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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