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Premier Private Wealth Management, LLC

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Client assets under management

$125,571,426

Clients

698

2% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

175

Very High

Average account size

$179,902

About

Premier Private Wealth Management serves a broad mix of individual and institutional clients, providing investment and wealth management, financial planning, fiduciary and non‑fiduciary retirement plan services, trusts, and consulting. The firm’s brochure notes it works with high net worth and non‑HNW individuals as well as plan sponsors, and discloses that it serves state or municipal government clients in its retirement plan work.

The firm manages portfolios largely on a discretionary basis using tax‑aware, cost‑sensitive asset allocation and a blend of active and passive strategies, with security selection informed by qualitative, quantitative and technical analysis. Premier also manages held‑away accounts (e.g., 401(k)s, 529s, HSAs), uses option strategies such as covered calls and selling puts where appropriate, and emphasizes ongoing monitoring and rebalancing tied to client objectives.

Compared with peers, Premier is notable for its high client load relative to advisor count (the brochure shows roughly 698 clients supported by two advisors) and for supervised persons who are licensed insurance agents and receive commissions for fixed insurance sales, which the firm discloses as a potential conflict of interest. The firm is also newly established (founded May 2024) but reports over $126 million in discretionary regulatory assets under management and recently added professional tax preparation services to its offerings.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for consulting services may be agreed upon; tax preparation fees range from $300 for basic individual returns to $750 for business tax returns

Percentage

$0 - $299,999: 1.50% $300,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.75%

Project-based

Hourly consulting fees range from $200 to $300 per hour

Other

Account minimum: $300,000 Minimum fee: Minimum fee of $2,000 for financial planning and consulting services Fee-only: Fees for financial planning and consulting services billed on project, fixed rate, or hourly basis; hourly fees $200-$300 per hour; fixed fees negotiable

Main office location

Premier Private Wealth Management, LLC

1025 Ohio Avenue

Palm Harbor FL 34683, United States

Number of offices

2

Most active in

Florida · Georgia · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gary R

Series 63, Series 65

Palm Harbor, FL

Premier Private Wealth Management, LLC

Gary Ross is a financial advisor at Premier Private Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Gulf Coast Advisors, Inc. Outside of advisory work, he has ownership interests in several real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive approach combining active and passive strategies and manages a large client base relative to its advisor count.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Wealth management Founder/Business Owner Executive
user avatar

Robert M

Series 66

Palm Harbor, FL

Premier Private Wealth Management, LLC

Robert Marsh is a financial advisor at Premier Private Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc., Realta Investment Advisors, Inc., and Gulf Coast Advisors. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves a diverse client base including high net worth individuals, non-HNW individuals, and plan sponsors, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, with discretionary portfolio management and ongoing monitoring aligned with client objectives.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Wealth management Founder/Business Owner Executive
user avatar

Evelyn B

Series 65

Palm Harbor, FL

Premier Private Wealth Management, LLC

Evelyn Brizendine is a financial advisor at Premier Private Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Gulf Coast Advisors, Inc., Franklin Templeton, and Carlson Meissner Hart & Hayslett. She serves as a Department Head in the U.S. Navy Reserves and owns a competitive cheerleading business. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, and retirement plan services. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and ongoing monitoring.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Wealth management Founder/Business Owner Executive
user avatar

Angela B

Series 65

Palm Harbor, FL

Premier Private Wealth Management, LLC

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining the firm, she worked in education at several schools including St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm manages portfolios primarily on a discretionary basis using tax-aware, cost-sensitive asset allocation and a combination of active and passive strategies.

Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Wealth management Founder/Business Owner Executive
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