Premier Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Premier Private Wealth Management reports 700 clients. They include 685 individual clients, 13 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($126M across 698 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 82% |
| High-net-worth individuals | 2% | 17% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 685 | $104M | 82.4% | $152K |
| High-net-worth individuals | 13 | $21.6M | 17.1% | $1.66M |
| Charitable organizations | Fewer than 5 | $86.9K | 0.1% | $86.9K |
| State or municipal government entities | Fewer than 5 | $644K | 0.5% | $644K |
| Total | 700 | $126M | 100% | — |
- Clients
- 685
- Regulatory AUM
- $104M
- AUM share
- 82.4%
- Avg. per client
- $152K
- Clients
- 13
- Regulatory AUM
- $21.6M
- AUM share
- 17.1%
- Avg. per client
- $1.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $86.9K
- AUM share
- 0.1%
- Avg. per client
- $86.9K
- Clients
- Fewer than 5
- Regulatory AUM
- $644K
- AUM share
- 0.5%
- Avg. per client
- $644K
Total
- Clients
- 700
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Premier Private Wealth Management charges 0.75%–1.50% a year for its Investment and Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$300K | 1.50% |
| $300K–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M and above | 0.75% |
Fee details and sources
Other fees
- Financial planning and consulting
- Billed by project, fixed fee or hourly at $200 to $300 an hour, with a $2,000 minimum fee and a retainer due on entry.
- Retirement plan sponsor consulting
- Plan sponsors pay a flat, hourly or asset-based fee for fiduciary and non-fiduciary consulting, generally billed monthly in advance.
- Tax preparation
- Billed separately: $300 for a basic individual Form 1040, plus $100 for multiple investment accounts and $200 for complex returns; business returns $750.
Robert Marsh owns 50% to 75% of Premier Private Wealth Management. The leadership team of Premier Private Wealth Management includes Chief Compliance Officer Gary Ross. It has 4 employees, 2 of them in advisory roles.
Leadership
Gary RossMember/Chief Compliance Officer
Robert MarshMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Premier Private Wealth Management, LLC
Robert Marsh
Control person · since May 2024
- Owns 50% to 75% of Premier Private Wealth Management, LLC
Gary Ross
Control person · since May 2024
Premier Private Wealth Management’s regulatory assets grew Infinity× from $0 (June 2024) to $126M (February 2026); employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $126M | 700 | 4 | 2 |
| March 2025 | $114M | 471 | 2 | 2 |
| June 2024 | $0 | 0 | 4 | 1 |
Besides its headquarters, Premier Private Wealth Management has 1 office, with 2 listed addresses in Florida and Georgia.
Florida · 1 listed address
- 1025 Ohio Avenue, Palm HarborHQ
Georgia · 1 listed address
- 2005 Macy Drive, Roswell
Contact and registration details
- Legal name
- Premier Private Wealth Management, LLC
- Headquarters
- 1025 Ohio Avenue, Palm Harbor, FL 34683
- Website
- premierprivatewealthmgt.com
- Phone
- 727-281-2882
- SEC file
- 801-130602
- Structure
- Florida LLC
- Fiscal year end
- December
Premier Private Wealth Management uses Charles Schwab ($126M) as custodian for its separately managed accounts. Premier Private Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $126M100%
At year end, Premier Private Wealth Management’s separately managed accounts were mostly in stocks (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $114M across 60 positions; the largest are Schwab Strategic TR (8.5%), Invesco Exch Traded FD TR II (7.6%) and SPDR Series Trust (7.0%).
What the accounts hold
- Stocks93%
- Exchange-traded equities88%
- Non-exchange-traded equities5%
- Bonds1%
- Cash7%
Reported 13F holdings
- $114M
- Reported 13F value
- 60
- Positions
- 57.8%
- In the 10 largest
- +20.6%
- Value vs. prior quarter
- Schwab Strategic TR · US Dividend EQ8.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF7.6%
- SPDR Series Trust · ST Str SP Div7.0%
- First TR Exchange Traded FD · Risng Divd Achiv6.9%
- iShares TR · Core MSCI Eafe5.9%
- iShares TR · Mrgstr MD CP Grw5.6%
- SPDR Series Trust · ST Str Sp600 Sml5.4%
- Wisdomtree TR · US Qtly Div Grt4.5%
- Wisdomtree TR · Dynamic Intl EQT3.3%
- First TR Exchange-traded FD · Fst Low Oppt Eft3.2%
Together, the ten largest are 57.8% of reported value.
How many clients does Premier Private Wealth Management have?
Premier Private Wealth Management has 700 clients and manages $126 million for them, as of February 2026. They include 685 individual clients, 13 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Premier Private Wealth Management offer?
Premier Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Premier Private Wealth Management charge?
Premier Private Wealth Management charges 0.75%–1.50% a year for its Investment and Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: PREMIER PRIVATE WEALTH MANAGEMENT FORM ADV, filed 24 February 2026
Which custodians does Premier Private Wealth Management use?
Premier Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Premier Private Wealth Management have?
Premier Private Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Premier Private Wealth Management invest in?
At the end of its last fiscal year, Premier Private Wealth Management’s separately managed accounts held 88% exchange-traded equities, 7% cash and equivalents, 5% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Premier Private Wealth Management?
Premier Private Wealth Management’s direct owners are Robert Marsh (50% to 75%) and Gary Ross (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Premier Private Wealth Management get paid?
Premier Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Premier Private Wealth Management?
Premier Private Wealth Management’s main office is at 1025 Ohio Avenue, Palm Harbor, FL 34683. Its phone number is 727-281-2882. Its website is premierprivatewealthmgt.com.