PREMIER PRIVATE WEALTH, LLC
Adviser information for PREMIER PRIVATE WEALTH, LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 460 | $237.2M |
| Non-Discretionary | 0 | $0 |
| Total | 460 | $237.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 110 | $46.3M |
| HNW Individuals | 68 | $181.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $6.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)FAMILY OFFICE AND WEALTH PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-121765 |
|---|---|
| SEC ERA File Number | 801-121765 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314516 |
| Legal Entity Identifier | None |
Principal Office
725 COOL SPRINGS BLVD.UNIT 460
FRANKLIN
TN
United States
Monday - Friday, 8:30 AM - 4:45 PM
Tel: 615-777-2125, Fax: 615-777-2130
Chief Compliance Officer
MICHAEL R. COMSTOCK
PRESIDENT
725 COOL SPRINGS BLVD.
UNIT 460
FRANKLIN
TN
United States
Tel:
615-777-2125
Fax:
615-777-2130
M******@************L
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COMSTOCK, MICHAEL, RAY | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 04/1999 | 50-75% |
| COMSTOCK, JULIE, D | Individual | – | MEMBER & CLIENT COMMUNICATIONS ASSOCIATE | 01/2019 | 25-50% |